Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA FINANCIAL Service code 27 1250 CAPITAL OF TEXAS, HWY S · AUSTIN, TX 78746 | Advisory (Plan) | $60,635 |
ASCENSUS LLC6 years Service code 37 · EIN 11-3665754 | Loan Processing | $12,051 |
PENSION BENEFIT CONSULTANTS5 years Service code 13 201 FOURTH STREET, SUITE 202 · OAKLAND, CA 94607 | Contract Administrator | $9,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,075 | $81,487-6.6% | $102,412-25.7% | $80,935-6.0% |
| Participation rate | 68.3% | 66.8%+1.5pp | 74.5%-6.2pp | 67.7%+0.6pp |
| Annual return | 14.35% | 25.60%-11.2pp | 24.94%-10.6pp | 35.66%-21.3pp |
| Employer contribution / active EE | $2,783 | $3,103-10.3% | $3,870-28.1% | $2,757+1.0% |
| Participant deferral / active EE | $7,237 | $3,871+87.0% | $5,060+43.0% | $4,299+68.3% |
| Admin fee / account holder | $675 | $6,717-89.9% | $8,388-91.9% | $6,924-90.2% |