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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES LLC Service code 26 · EIN 35-2552359 5707 SW PKWY BLDG 2 SUITE 400 · AUSTIN, TX 787356213 | Advisory (Participants) | $9,178 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,141 | $65,322-60.0% | $70,476-62.9% | $73,493-64.4% |
| Participation rate | 97.4% | 77.0%+20.5pp | 75.1%+22.4pp | 70.7%+26.8pp |
| Annual return | 17.48% | 15.71%+1.8pp | 109.12%-91.6pp | 28.51%-11.0pp |
| Employer contribution / active EE | $1,290 | $2,460-47.5% | $2,738-52.9% | $2,270-43.2% |
| Participant deferral / active EE | $4,341 | $3,375+28.6% | $3,710+17.0% | $3,740+16.1% |
| Admin fee / account holder | $111 | $214-48.3% | $3,847-97.1% | $513-78.4% |