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 |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $93,470 |
Filed as: KESTRA ADVISORY SERVICES Service code 26 · EIN 35-2552359 | Advisory (Participants) | $62,970 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,045 | $70,115+199.6% | $70,589+197.6% | $80,187+161.9% |
| Participation rate | 73.5% | 71.7%+1.9pp | 68.4%+5.2pp | 72.9%+0.6pp |
| Annual return | -7.62% | 134.51%-142.1pp | 32.80%-40.4pp | 40.40%-48.0pp |
| Employer contribution / active EE | $7,334 | $3,021+142.8% | $2,977+146.3% | $2,980+146.1% |
| Participant deferral / active EE | $0 | $4,495-100.0% | $4,569-100.0% | $5,016-100.0% |
| Admin fee / account holder | $108 | $112-3.4% | $6,430-98.3% | $145-25.2% |