Filed March 5, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES. Service code 27 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Advisory (Plan) | $43,391 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,376 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,656 | $60,454+124.4% | $81,844+65.7% | $74,459+82.2% |
| Participation rate | 95.4% | 63.0%+32.4pp | 72.4%+23.0pp | 67.2%+28.2pp |
| Annual return | 11.85% | 16.87%-5.0pp | 778.87%-767.0pp | 1369.70%-1357.8pp |
| Employer contribution / active EE | $4,485 | $2,630+70.6% | $2,916+53.8% | $2,626+70.8% |
| Participant deferral / active EE | $8,726 | $3,398+156.8% | $4,323+101.8% | $4,350+100.6% |
| Admin fee / account holder | $312 | $1,490-79.1% | $7,355-95.8% | $1,945-84.0% |