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 |
|---|---|---|
THE VANGUARD GROUP, INC.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $60,534 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $40,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,665 | $106,110+41.0% | $147,005+1.8% | $77,671+92.7% |
| Participation rate | 97.8% | 78.4%+19.4pp | 82.2%+15.6pp | 70.6%+27.2pp |
| Annual return | 14.99% | 56.77%-41.8pp | 418.76%-403.8pp | 31.21%-16.2pp |
| Employer contribution / active EE | $4,504 | $4,065+10.8% | $4,934-8.7% | $2,726+65.2% |
| Participant deferral / active EE | $14,223 | $7,992+78.0% | $8,070+76.2% | $4,648+206.0% |
| Admin fee / account holder | $146 | $338-56.7% | $13,006-98.9% | $430-66.0% |