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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 99 955 CHESTERBROOK BLVD., SUITE 310 · WAYNE, PA 19087 | Other Fees | $77,208 |
Service code 49 955 CHESTERBROOK BLVD, SUITE 310 · WAYNE, PA 19087 | Other Services | $6,256 |
ALERUS FINANCIAL, N.A.2 years Filed as: ALERUS FINANCIAL Service code 49 PO BOX 6001 · GRAND RAPIDS, ND 58206 | Other Services | $5,554 |
Service code 26 PO BOX 990067 · HARTFORD, CT 06199 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,621 | $58,312+67.4% | $86,656+12.7% | $71,529+36.5% |
| Participation rate | 98.5% | 65.0%+33.5pp | 71.7%+26.8pp | 67.9%+30.6pp |
| Annual return | 20.71% | 24.08%-3.4pp | 593.09%-572.4pp | 28.97%-8.3pp |
| Employer contribution / active EE | $8,148 | $2,576+216.3% | $3,025+169.3% | $2,590+214.6% |
| Participant deferral / active EE | $7,133 | $3,439+107.4% | $4,439+60.7% | $4,291+66.2% |
| Admin fee / account holder | $28 | $1,057-97.4% | $5,619-99.5% | $1,588-98.2% |