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 |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC1+ years Service code 55 · EIN 35-2552359 | Other Commissions | $6,817 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $450 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,457 | $61,473-73.2% | $81,716-79.9% | $73,412-77.6% |
| Participation rate | 89.9% | 72.4%+17.5pp | 72.0%+17.9pp | 72.2%+17.7pp |
| Annual return | 22.11% | 28.26%-6.1pp | 29.49%-7.4pp | 59.30%-37.2pp |
| Employer contribution / active EE | $1,447 | $1,898-23.7% | $4,310-66.4% | $2,234-35.2% |
| Participant deferral / active EE | $3,058 | $3,080-0.7% | $7,108-57.0% | $3,806-19.6% |
| Admin fee / account holder | $1 | $125-99.1% | $5,159-100.0% | $158-99.3% |