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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 | $41,039-19.0% | $85,240-61.0% | $99,313-66.5% |
| Participation rate | 97.8% | 34.4%+63.4pp | 67.5%+30.3pp | 71.7%+26.1pp |
| Annual return | 14.08% | 17.44%-3.4pp | 66.75%-52.7pp | 17.67%-3.6pp |
| Employer contribution / active EE | $7,078 | $1,106+540.0% | $2,735+158.8% | $3,264+116.8% |
| Participant deferral / active EE | $4,112 | $2,193+87.5% | $4,527-9.2% | $5,346-23.1% |
| Admin fee / account holder | $223 | $177+26.2% | $6,165-96.4% | $109+104.7% |