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 |
|---|---|---|
SAGEPOINT FINANCIAL INC3 years Filed as: FSC SECURITIES CORPORATION Service code 27 2300 WINDY RIDGE PKWY · ATLANTA, GA 30339 | Advisory (Plan) | $21,708 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY · AUSTIN, TX 78735 | Advisory (Plan) | $4,713 |
JPMORGAN INVEST HOLDINGS LLC3 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $3,128 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,449 | $65,092-21.0% | $143,799-64.2% | $66,938-23.1% |
| Participation rate | 83.3% | 65.2%+18.1pp | 80.3%+2.9pp | 69.8%+13.4pp |
| Annual return | -13.59% | -11.14%-2.5pp | -0.04%-13.5pp | 1.58%-15.2pp |
| Employer contribution / active EE | $3,257 | $2,362+37.9% | $4,952-34.2% | $2,545+28.0% |
| Participant deferral / active EE | $6,741 | $2,920+130.8% | $5,638+19.6% | $4,238+59.0% |
| Admin fee / account holder | $104 | $502-79.3% | $14,677-99.3% | $594-82.5% |