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) | $10,632 |
NOVA 401(K) ASSOCIATES1 year Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $1,051 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,799 | $61,356-77.5% | $149,696-90.8% | $71,511-80.7% |
| Participation rate | 24.6% | 62.5%-37.9pp | 78.8%-54.2pp | 67.9%-43.3pp |
| Annual return | 29.20% | 35.86%-6.7pp | 134.46%-105.3pp | 28.86%+0.3pp |
| Employer contribution / active EE | $1,059 | $2,382-55.5% | $4,821-78.0% | $2,589-59.1% |
| Participant deferral / active EE | $2,668 | $2,920-8.6% | $5,682-53.0% | $4,291-37.8% |
| Admin fee / account holder | $173 | $1,263-86.3% | $13,212-98.7% | $1,588-89.1% |