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 |
|---|---|---|
Filed as: KESTRA INVESTMENT SERVICES, INC. Service code 51 801 NORTH ORANGE AVENUE · ORLANDO, FL 32801 | Investment Mgmt Fees | $51,696 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $24,537-100.0% | $411,083-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 30.8%-30.8pp | 13.5%-13.5pp |
| Annual return | 7.02% | 2.60%+4.4pp | 5.50%+1.5pp | 9.29%-2.3pp |
| Employer contribution / active EE | $3,061 | $8,096-62.2% | $28,518-89.3% | $15,168-79.8% |
| Participant deferral / active EE | $0 | $193-100.0% | $818-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $3,954-100.0% | $7,663-100.0% | $2,037-100.0% |