Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $39,813 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,235 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,249 | $101,653-39.7% | $147,080-58.4% | $74,459-17.7% |
| Participation rate | 83.3% | 75.6%+7.8pp | 82.2%+1.2pp | 67.2%+16.1pp |
| Annual return | 19.95% | 8754.98%-8735.0pp | 420.17%-400.2pp | 1369.70%-1349.8pp |
| Employer contribution / active EE | $3,134 | $3,813-17.8% | $4,933-36.5% | $2,626+19.3% |
| Participant deferral / active EE | $11,064 | $7,304+51.5% | $8,066+37.2% | $4,350+154.4% |
| Admin fee / account holder | $292 | $1,752-83.3% | $12,989-97.8% | $1,945-85.0% |