Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 17 · EIN 74-2794194 | Pension Consulting | $19,097 |
Service code 37 · EIN 48-1205033 | Loan Processing | $11,948 |
MORSE DOMEIER BUMGARDNER LLC4 years Filed as: MORSE DOMEIER BUMGARDNER Service code 13 4300 W. LAKE MARY BLVD. · LAKE MARY, FL 32746 | Contract Administrator | $3,900 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,589 | $81,487-66.1% | $102,412-73.1% | $80,935-65.9% |
| Participation rate | 95.8% | 66.8%+29.0pp | 74.5%+21.3pp | 67.7%+28.2pp |
| Annual return | 13.16% | 25.60%-12.4pp | 24.94%-11.8pp | 35.66%-22.5pp |
| Employer contribution / active EE | $1,797 | $3,103-42.1% | $3,870-53.6% | $2,757-34.8% |
| Participant deferral / active EE | $4,313 | $3,871+11.4% | $5,060-14.8% | $4,299+0.3% |
| Admin fee / account holder | $246 | $6,717-96.3% | $8,388-97.1% | $6,924-96.4% |