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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $44,562 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $18,122 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,212 | $36,002-16.1% | $161,489-81.3% | $64,728-53.3% |
| Participation rate | 34.1% | 57.4%-23.4pp | 78.7%-44.6pp | 57.9%-23.8pp |
| Annual return | 12.70% | 33.93%-21.2pp | 89.72%-77.0pp | 49.38%-36.7pp |
| Employer contribution / active EE | $252 | $1,380-81.7% | $4,268-94.1% | $2,243-88.8% |
| Participant deferral / active EE | $1,453 | $1,815-19.9% | $5,630-74.2% | $2,729-46.8% |
| Admin fee / account holder | $174 | $931-81.3% | $16,006-98.9% | $1,145-84.8% |