Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $26,143 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $12,721 |
ORENDA RETIREMENT, LLC3 years Service code 13 · EIN 36-4877979 | Contract Administrator | $10,150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,156 | $69,708-18.0% | $67,560-15.4% | $74,478-23.3% |
| Participation rate | 61.3% | 71.4%-10.1pp | 72.9%-11.6pp | 67.2%-5.9pp |
| Annual return | 14.28% | -40.67%+55.0pp | 3533.50%-3519.2pp | 1370.56%-1356.3pp |
| Employer contribution / active EE | $1,017 | $2,715-62.5% | $2,737-62.8% | $2,626-61.3% |
| Participant deferral / active EE | $2,959 | $3,637-18.6% | $4,004-26.1% | $4,350-32.0% |
| Admin fee / account holder | $294 | $887-66.9% | $3,994-92.6% | $1,946-84.9% |