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 |
|---|---|---|
TIAA3 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $21,978 |
FLEXPATH STRATEGIES, LLC3 years Service code 27 · EIN 46-4782313 | Advisory (Plan) | $11,497 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 26 · EIN 35-2552359 | Advisory (Participants) | $5,427 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,582 | $60,393+96.3% | $81,820+44.9% | $74,429+59.3% |
| Participation rate | 97.5% | 62.9%+34.6pp | 72.4%+25.1pp | 67.2%+30.3pp |
| Annual return | 14.05% | 16.89%-2.8pp | 777.93%-763.9pp | 1368.38%-1354.3pp |
| Employer contribution / active EE | $10,200 | $2,626+288.3% | $2,915+249.9% | $2,625+288.6% |
| Participant deferral / active EE | $11,115 | $3,397+227.2% | $4,323+157.1% | $4,348+155.6% |
| Admin fee / account holder | $177 | $1,491-88.2% | $7,391-97.6% | $1,944-90.9% |