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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $300,357 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 55 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Other Commissions | $88,687 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,245 | $41,510-19.9% | $85,009-60.9% | $99,061-66.4% |
| Participation rate | 97.8% | 35.3%+62.5pp | 67.5%+30.3pp | 71.6%+26.2pp |
| Annual return | 14.08% | 17.38%-3.3pp | 66.47%-52.4pp | 17.66%-3.6pp |
| Employer contribution / active EE | $7,078 | $1,137+522.3% | $2,728+159.4% | $3,261+117.1% |
| Participant deferral / active EE | $4,112 | $2,246+83.0% | $4,522-9.1% | $5,331-22.9% |
| Admin fee / account holder | $223 | $175+27.5% | $6,153-96.4% | $109+105.0% |