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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES. Service code 27 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Advisory (Plan) | $20,192 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,141 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $2 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,568 | $38,165+40.4% | $189,758-71.8% | $69,255-22.7% |
| Participation rate | 30.9% | 66.7%-35.8pp | 79.8%-48.9pp | 69.0%-38.1pp |
| Annual return | 12.29% | 14.65%-2.4pp | 52.62%-40.3pp | 26.73%-14.4pp |
| Employer contribution / active EE | $825 | $1,589-48.1% | $4,767-82.7% | $2,645-68.8% |
| Participant deferral / active EE | $1,399 | $2,073-32.5% | $5,856-76.1% | $2,890-51.6% |
| Admin fee / account holder | $261 | $714-63.5% | $20,388-98.7% | $733-64.4% |