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 |
|---|---|---|
TIAA4 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $28,696 |
FLEXPATH STRATEGIES, LLC4 years Service code 27 · EIN 46-4782313 | Advisory (Plan) | $15,741 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 26 · EIN 35-2552359 | Advisory (Participants) | $6,516 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,086 | $47,105+208.0% | $68,368+112.2% | $67,986+113.4% |
| Participation rate | 97.5% | 51.8%+45.7pp | 73.8%+23.7pp | 57.2%+40.3pp |
| Annual return | 19.88% | 48.37%-28.5pp | 292.57%-272.7pp | 31.67%-11.8pp |
| Employer contribution / active EE | $11,563 | $1,859+522.1% | $2,649+336.5% | $2,019+472.8% |
| Participant deferral / active EE | $12,873 | $2,374+442.3% | $4,123+212.3% | $3,358+283.4% |
| Admin fee / account holder | $219 | $2,435-91.0% | $5,150-95.8% | $3,203-93.2% |