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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 15 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Recordkeeping | $47,695 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $85,169 | $99,957-14.8% | $149,745-43.1% | $73,497+15.9% |
| Participation rate | 71.7% | 75.7%-4.0pp | 82.5%-10.8pp | 70.7%+1.0pp |
| Annual return | 18.34% | 53.87%-35.5pp | 276.72%-258.4pp | 28.51%-10.2pp |
| Employer contribution / active EE | $2,421 | $3,191-24.1% | $4,646-47.9% | $2,270+6.6% |
| Participant deferral / active EE | $5,856 | $6,073-3.6% | $6,843-14.4% | $3,740+56.6% |
| Admin fee / account holder | $400 | $551-27.4% | $9,312-95.7% | $513-22.1% |