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 INVESTMENT SERVICES Service code 27 · EIN 74-2794194 | Advisory (Plan) | $6,406 |
NFP RETIREMENT INC1 year Filed as: NFP SECURITIES Service code 27 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $5,444 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,660 |
TD AMERITRADE, INC.2 years Service code 33 · EIN 82-0543156 | Securities brokerage; Direct payment ... | $132 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,333 | $73,102-29.8% | $123,553-58.5% | $56,289-8.8% |
| Participation rate | 34.4% | 74.3%-39.9pp | 82.3%-47.9pp | 69.9%-35.4pp |
| Annual return | -0.79% | 3.01%-3.8pp | 119.21%-120.0pp | -9.96%+9.2pp |
| Employer contribution / active EE | $1,144 | $2,977-61.6% | $4,628-75.3% | $2,111-45.8% |
| Participant deferral / active EE | $2,255 | $5,423-58.4% | $6,426-64.9% | $3,350-32.7% |
| Admin fee / account holder | $252 | $554-54.4% | $9,284-97.3% | $521-51.5% |