Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $42,063 |
Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $13,775 |
Filed as: NATIONAL FINANCIAL SERVICES, LLC Service code 19 · EIN 04-3523567 | Securities Custodian | $6,144 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,779 | $79,449+79.7% | $189,597-24.7% | $85,851+66.3% |
| Participation rate | 100.0% | 66.0%+34.0pp | 78.4%+21.6pp | 69.3%+30.7pp |
| Annual return | 19.47% | 18.45%+1.0pp | 64.20%-44.7pp | 318.63%-299.2pp |
| Employer contribution / active EE | $15,934 | $2,081+665.7% | $4,412+261.1% | $2,565+521.1% |
| Participant deferral / active EE | $9,250 | $4,051+128.3% | $6,174+49.8% | $3,952+134.0% |
| Admin fee / account holder | $484 | $5,377-91.0% | $9,807-95.1% | $6,261-92.3% |