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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $47,831 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $40,000 |
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 | $86,056 | $75,388+14.2% | $123,552-30.3% | $55,725+54.4% |
| Participation rate | 99.5% | 75.7%+23.8pp | 82.3%+17.2pp | 70.9%+28.6pp |
| Annual return | -3.78% | 4.48%-8.3pp | 119.20%-123.0pp | 244.93%-248.7pp |
| Employer contribution / active EE | $3,326 | $3,063+8.6% | $4,628-28.1% | $2,078+60.0% |
| Participant deferral / active EE | $9,853 | $5,651+74.4% | $6,426+53.3% | $3,356+193.6% |
| Admin fee / account holder | $157 | $120+31.0% | $9,285-98.3% | $115+36.2% |