Filed March 5, 2021
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $60,305+125.0% | $81,780+65.9% | $74,400+82.3% |
| Participation rate | 95.4% | 62.9%+32.5pp | 72.4%+23.0pp | 67.2%+28.2pp |
| Annual return | 11.85% | 16.89%-5.0pp | 776.27%-764.4pp | 1367.51%-1355.7pp |
| Employer contribution / active EE | $4,485 | $2,623+71.0% | $2,914+53.9% | $2,624+70.9% |
| Participant deferral / active EE | $8,726 | $3,390+157.4% | $4,321+102.0% | $4,348+100.7% |
| Admin fee / account holder | $312 | $1,484-79.0% | $7,384-95.8% | $1,944-84.0% |