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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) | $141,467 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $148,620 | $62,928+136.2% | $172,752-14.0% | $67,579+119.9% |
| Participation rate | 98.7% | 64.5%+34.2pp | 82.6%+16.1pp | 71.3%+27.4pp |
| Annual return | 6.83% | 30.36%-23.5pp | 802.97%-796.1pp | 378.56%-371.7pp |
| Employer contribution / active EE | $10,509 | $1,636+542.3% | $5,144+104.3% | $2,148+389.3% |
| Participant deferral / active EE | $7,446 | $2,145+247.1% | $5,198+43.3% | $3,539+110.4% |
| Admin fee / account holder | $166 | $167-0.2% | $13,955-98.8% | $142+16.8% |