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 |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,649 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $14,427 |
ADP BROKER-DEALER7 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,246 | $101,672-68.3% | $147,117-78.1% | $74,478-56.7% |
| Participation rate | 96.8% | 75.5%+21.3pp | 82.2%+14.6pp | 67.2%+29.6pp |
| Annual return | 12.55% | 8757.83%-8745.3pp | 420.54%-408.0pp | 1370.56%-1358.0pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $5,973 | $7,305-18.2% | $8,065-25.9% | $4,350+37.3% |
| Admin fee / account holder | $198 | $1,753-88.7% | $12,993-98.5% | $1,946-89.8% |