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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 | $46,464+15.3% | $150,298-64.4% | $79,634-32.7% |
| Participation rate | 30.9% | 57.0%-26.0pp | 77.8%-46.9pp | 62.5%-31.6pp |
| Annual return | 12.29% | 27.89%-15.6pp | 62.79%-50.5pp | 36.46%-24.2pp |
| Employer contribution / active EE | $825 | $1,512-45.4% | $4,154-80.1% | $2,529-67.4% |
| Participant deferral / active EE | $1,399 | $2,157-35.1% | $5,453-74.3% | $3,835-63.5% |
| Admin fee / account holder | $261 | $891-70.7% | $14,116-98.2% | $1,002-74.0% |