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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 | $36,002+48.8% | $161,489-66.8% | $64,728-17.2% |
| Participation rate | 30.9% | 57.4%-26.5pp | 78.7%-47.8pp | 57.9%-27.0pp |
| Annual return | 12.29% | 33.93%-21.6pp | 89.72%-77.4pp | 49.38%-37.1pp |
| Employer contribution / active EE | $825 | $1,380-40.2% | $4,268-80.7% | $2,243-63.2% |
| Participant deferral / active EE | $1,399 | $1,815-22.9% | $5,630-75.2% | $2,729-48.8% |
| Admin fee / account holder | $261 | $931-72.0% | $16,006-98.4% | $1,145-77.2% |