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: FRONTIER WEALTH MGT LLC Service code 26 · EIN 26-0236753 4435 MAIN ST · KANSAS CITY, MO 641111842 | Advisory (Participants) | $25,175 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $266 |
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 | $73,046 | $46,732+56.3% | $156,551-53.3% | $55,167+32.4% |
| Participation rate | 93.3% | 65.8%+27.5pp | 84.0%+9.2pp | 69.0%+24.3pp |
| Annual return | 8.35% | 17.72%-9.4pp | 32.23%-23.9pp | 169.23%-160.9pp |
| Employer contribution / active EE | $3,640 | $2,105+72.9% | $5,501-33.8% | $1,963+85.5% |
| Participant deferral / active EE | $3,634 | $2,204+64.8% | $4,871-25.4% | $3,054+19.0% |
| Admin fee / account holder | $16 | $418-96.1% | $13,028-99.9% | $504-96.7% |