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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $167,940 |
Filed as: KESTRA ADVISORY SERVICES Service code 27 · EIN 35-2552359 | Advisory (Plan) | $60,000 |
RSM US LLP2 years Service code 10 · EIN 42-0714325 | Accounting | $33,500 |
NFP RETIREMENT INC1 year Filed as: NFP SECURITIES, INC. Service code 27 · EIN 74-2794194 | Advisory (Plan) | $20,000 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $94,026 | $96,458-2.5% | $136,298-31.0% | $77,958+20.6% |
| Participation rate | 73.2% | 75.4%-2.1pp | 81.9%-8.7pp | 71.6%+1.6pp |
| Annual return | 21.15% | 23.78%-2.6pp | 5156.27%-5135.1pp | 20.87%+0.3pp |
| Employer contribution / active EE | $1,333 | $3,144-57.6% | $4,696-71.6% | $2,310-42.3% |
| Participant deferral / active EE | $7,589 | $5,902+28.6% | $6,247+21.5% | $3,537+114.6% |
| Admin fee / account holder | $97 | $80+20.7% | $9,244-98.9% | $97-0.3% |