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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $46,421 |
Filed as: KESTRA FINANCIAL Service code 27 1250 CAPITAL OF TEXAS HWY S · AUSTIN, TX 78746 | Advisory (Plan) | $5,840 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $9,464 | $31,424-69.9% | $81,473-88.4% | $69,631-86.4% |
| Participation rate | 89.1% | 50.8%+38.3pp | 68.0%+21.1pp | 70.7%+18.4pp |
| Annual return | 28.49% | 22.44%+6.0pp | 38.78%-10.3pp | 27571.02%-27542.5pp |
| Employer contribution / active EE | $1,170 | $1,029+13.7% | $2,568-54.4% | $2,032-42.4% |
| Participant deferral / active EE | $3,508 | $1,838+90.8% | $3,537-0.8% | $3,224+8.8% |
| Admin fee / account holder | $100 | $103-2.8% | $4,561-97.8% | $110-9.7% |