Filed October 27, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 26 · EIN 35-2552359 | Advisory (Participants) | $59,211 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD GROUP, INC Service code 18 · EIN 23-1945930 | Custodial (other than securities) | $4,349 |
Filed as: FUTURE PLANNING ASSOCIATES, INC Service code 64 · EIN 03-0271340 | Recordkeeping Fees | $3,675 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,848 | $108,549-34.7% | $156,263-54.7% | $85,563-17.2% |
| Participation rate | 49.8% | 77.1%-27.3pp | 78.9%-29.1pp | 66.0%-16.2pp |
| Annual return | 19.30% | 21.79%-2.5pp | 59.47%-40.2pp | 31.51%-12.2pp |
| Employer contribution / active EE | $1,468 | $2,690-45.4% | $4,333-66.1% | $2,654-44.7% |
| Participant deferral / active EE | $3,100 | $4,800-35.4% | $6,158-49.7% | $4,375-29.1% |
| Admin fee / account holder | $220 | $650-66.1% | $14,255-98.5% | $834-73.6% |