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 FINANCIAL SERVICES Service code 26 · EIN 35-2552359 5707 SOUTHWEST PARKWAY · AUSTIN, TX 787353300 | Advisory (Participants) | $40,000 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 66 | Insurance mortality and expense charg... | $36,917 |
Service code 37 · EIN 35-0145825 ONE AMERICA SQUARE · INDIANAPOLIS, IN 462060368 | Loan Processing | $1,992 |
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 | $44,383 | $84,948-47.8% | $70,494-37.0% | $73,412-39.5% |
| Participation rate | 96.6% | 79.9%+16.7pp | 75.1%+21.6pp | 72.2%+24.5pp |
| Annual return | 15.12% | 13.39%+1.7pp | 109.16%-94.0pp | 59.30%-44.2pp |
| Employer contribution / active EE | $1,843 | $2,834-35.0% | $2,738-32.7% | $2,234-17.5% |
| Participant deferral / active EE | $2,430 | $3,387-28.2% | $3,711-34.5% | $3,806-36.1% |
| Admin fee / account holder | $123 | $98+25.7% | $3,848-96.8% | $158-21.9% |