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 Service code 15 · EIN 35-2552359 | Recordkeeping | $33,890 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,372 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $170,336 | $102,422+66.3% | $147,117+15.8% | $80,959+110.4% |
| Participation rate | 93.5% | 75.9%+17.6pp | 82.2%+11.3pp | 67.7%+25.8pp |
| Annual return | 14.39% | 135.16%-120.8pp | 420.54%-406.2pp | 35.67%-21.3pp |
| Employer contribution / active EE | $5,110 | $3,717+37.5% | $4,932+3.6% | $2,757+85.3% |
| Participant deferral / active EE | $11,134 | $6,652+67.4% | $8,065+38.1% | $4,300+158.9% |
| Admin fee / account holder | $439 | $7,953-94.5% | $12,993-96.6% | $6,925-93.7% |