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| Provider | Service type | Compensation |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC5+ years Filed as: KESTRA ADVISORY SERVICES. Service code 27 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Advisory (Plan) | $22,424 |
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,760 |
Plan reported corrective distributions (failed ADP/ACP testing).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,262 | $65,246-1.5% | $98,716-34.9% | $67,986-5.5% |
| Participation rate | 81.6% | 51.4%+30.2pp | 69.3%+12.3pp | 57.2%+24.4pp |
| Annual return | 23.03% | 20.58%+2.4pp | 31.81%-8.8pp | 31.67%-8.6pp |
| Employer contribution / active EE | $2,429 | $1,042+133.1% | $2,279+6.6% | $2,019+20.3% |
| Participant deferral / active EE | $5,727 | $2,594+120.8% | $4,048+41.5% | $3,358+70.6% |
| Admin fee / account holder | $182 | $4,561-96.0% | $8,703-97.9% | $3,203-94.3% |