Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: NEXT FINANCIAL GROUP INC Service code 55 2500 WILCREST DR 620 · HOUSTON, TX 77042 | Other Commissions | $23,795 |
Service code 27 6504 BRIDGE POINT PKWY · AUSTIN, TX 787305097 | Advisory (Plan) | $5,111 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $960 |
TD AMERITRADE, INC.3 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,397 | $37,463+128.0% | $77,096+10.8% | $66,938+27.6% |
| Participation rate | 78.9% | 52.9%+26.0pp | 67.9%+11.0pp | 69.8%+9.1pp |
| Annual return | -16.61% | -3.25%-13.4pp | 42.35%-59.0pp | 1.58%-18.2pp |
| Employer contribution / active EE | $2,955 | $1,535+92.5% | $2,814+5.0% | $2,545+16.1% |
| Participant deferral / active EE | $6,893 | $2,621+163.0% | $4,429+55.6% | $4,238+62.6% |
| Admin fee / account holder | $39 | $568-93.1% | $5,428-99.3% | $594-93.4% |