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 70 · EIN 35-2552359 1250 CAPITAL OF TEXAS HIGHWAY, SOUT · AUSTIN, TX 78746 | Consulting Fees | $18,291 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 27400 NORTHWESTERN HIGHWAY · SOUTHFIELD, MI 48037 | Accounting | $9,465 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,853 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $75,680 | $60,165+25.8% | $74,184+2.0% | $55,167+37.2% |
| Participation rate | 94.4% | 74.2%+20.2pp | 76.6%+17.8pp | 69.0%+25.4pp |
| Annual return | 4.77% | 10.00%-5.2pp | 17.74%-13.0pp | 169.23%-164.5pp |
| Employer contribution / active EE | $2,999 | $1,600+87.5% | $2,370+26.5% | $1,963+52.8% |
| Participant deferral / active EE | $4,350 | $2,973+46.4% | $3,550+22.6% | $3,054+42.4% |
| Admin fee / account holder | $264 | $419-36.9% | $5,586-95.3% | $504-47.5% |