Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Share... | $357,702 |
Filed as: TOWERS WATSON INVESTMENT SERVICES I Service code 27 · EIN 52-1868818 | Advisory (Plan) | $81,000 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $27,500 |
Filed as: BLUE & CO Service code 10 · EIN 35-1178661 | Accounting | $14,000 |
NATIONAL FINANCIAL SERVICES8 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,041 | $53,204+14.7% | $155,556-60.8% | $200,096-69.5% |
| Participation rate | 98.6% | 64.1%+34.5pp | 78.2%+20.3pp | 72.0%+26.6pp |
| Annual return | 14.74% | 41.02%-26.3pp | 64.84%-50.1pp | 34.26%-19.5pp |
| Employer contribution / active EE | $2,225 | $1,850+20.3% | $4,675-52.4% | $3,038-26.7% |
| Participant deferral / active EE | $6,424 | $3,163+103.1% | $5,631+14.1% | $5,090+26.2% |
| Admin fee / account holder | $120 | $186-35.4% | $15,885-99.2% | $269-55.5% |