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 FINANCIAL INC Service code 27 · EIN 13-2624428 | Advisory (Plan) | $36,479 |
MOSS ADAMS LLP1 year Filed as: MOSS- ADAMS LLP Service code 10 · EIN 13-2624428 | Accounting | $4,410 |
JPMORGAN INVEST HOLDINGS LLC5 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $330 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $83,969 | $55,636+50.9% | $81,982+2.4% | $73,497+14.2% |
| Participation rate | 50.3% | 62.3%-12.0pp | 69.3%-19.0pp | 70.7%-20.4pp |
| Annual return | 11.41% | 19.07%-7.7pp | 41.31%-29.9pp | 28.51%-17.1pp |
| Employer contribution / active EE | $2,125 | $1,625+30.8% | $2,498-15.0% | $2,270-6.4% |
| Participant deferral / active EE | $2,963 | $2,762+7.3% | $3,722-20.4% | $3,740-20.8% |
| Admin fee / account holder | $322 | $493-34.6% | $5,665-94.3% | $513-37.2% |