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 |
|---|---|---|
Filed as: KESTRA INVESTMENT SERVICES Service code 27 · EIN 74-2794194 | Advisory (Plan) | $11,054 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,040 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,420 | $89,652-73.9% | $141,177-83.4% | $65,185-64.1% |
| Participation rate | 86.4% | 74.7%+11.7pp | 82.5%+3.9pp | 70.2%+16.2pp |
| Annual return | 26.93% | 32.79%-5.9pp | 71.40%-44.5pp | 29.38%-2.5pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $6,061 | $5,691+6.5% | $6,710-9.7% | $3,514+72.5% |
| Admin fee / account holder | $111 | $569-80.5% | $10,263-98.9% | $847-86.9% |