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 27 5707 SW PKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $40,765 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,630 |
Filed as: ATLANTIC PENSION SERVICES Service code 13 511 SCHOOLHOUSE ROAD · KENNETT SQUARE, PA 19348 | Contract Administrator | $15,134 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,413 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,460 | $104,497+29.6% | $159,487-15.1% | $79,389+70.6% |
| Participation rate | 88.8% | 76.6%+12.2pp | 82.8%+6.0pp | 70.7%+18.1pp |
| Annual return | 21.15% | 67.98%-46.8pp | 263.71%-242.6pp | 116.89%-95.7pp |
| Employer contribution / active EE | $11,444 | $3,418+234.8% | $4,831+136.9% | $2,428+371.3% |
| Participant deferral / active EE | $11,527 | $6,468+78.2% | $7,354+56.7% | $4,046+184.9% |
| Admin fee / account holder | $494 | $711-30.6% | $10,804-95.4% | $626-21.2% |