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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 99 · EIN 13-1624203 | Other Fees | $62,894 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 99 · EIN 35-2552359 | Other Fees | $7,000 |
Service code 99 · EIN 04-2530412 | Other Fees | $5,850 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,139 | $69,774+62.2% | $67,575+67.4% | $74,459+51.9% |
| Participation rate | 78.3% | 71.4%+6.9pp | 72.9%+5.4pp | 67.2%+11.1pp |
| Annual return | 11.97% | -40.53%+52.5pp | 3528.98%-3517.0pp | 1369.70%-1357.7pp |
| Employer contribution / active EE | $4,987 | $2,710+84.0% | $2,736+82.3% | $2,626+89.9% |
| Participant deferral / active EE | $5,129 | $3,636+41.0% | $4,003+28.1% | $4,350+17.9% |
| Admin fee / account holder | $177 | $890-80.1% | $3,993-95.6% | $1,945-90.9% |