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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 27 5707 SOUTHWEST PARKWAY, BUILDING 2, · AUSTIN, TX 78735 | Advisory (Plan) | $53,845 |
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 | $150,109 | $37,196+303.6% | $154,108-2.6% | $55,725+169.4% |
| Participation rate | 97.8% | 64.1%+33.7pp | 83.0%+14.7pp | 70.9%+26.9pp |
| Annual return | 7.17% | 1319.68%-1312.5pp | 735.21%-728.0pp | 244.93%-237.8pp |
| Employer contribution / active EE | $11,106 | $1,614+588.1% | $5,298+109.7% | $2,078+434.4% |
| Participant deferral / active EE | $7,750 | $2,068+274.7% | $5,081+52.5% | $3,356+131.0% |
| Admin fee / account holder | $232 | $102+128.7% | $13,411-98.3% | $115+101.8% |