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) | $29,724 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $24,776 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $11,878 |
CARVER FLOREK & JAMES CPA'S3+ years Service code 10 · EIN 35-2552359 | Accounting | $9,700 |
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 | $50,338 | $42,901+17.3% | $91,227-44.8% | $64,824-22.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 73.2%+26.8pp | 71.5%+28.5pp |
| Annual return | -16.88% | -13.53%-3.4pp | 114.14%-131.0pp | 32.84%-49.7pp |
| Employer contribution / active EE | $1,655 | $1,571+5.4% | $2,851-41.9% | $2,507-34.0% |
| Participant deferral / active EE | $4,509 | $3,501+28.8% | $4,234+6.5% | $4,311+4.6% |
| Admin fee / account holder | $102 | $131-22.0% | $5,423-98.1% | $188-45.6% |