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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,875 |
Filed as: KESTRA ADVISORY SERVICES. Service code 27 · EIN 35-2552359 | Advisory (Plan) | $8,131 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,208 | $82,972-32.3% | $103,374-45.6% | $77,671-27.6% |
| Participation rate | 27.8% | 71.5%-43.7pp | 74.5%-46.7pp | 70.6%-42.8pp |
| Annual return | 20.56% | 19.14%+1.4pp | 24.89%-4.3pp | 31.21%-10.6pp |
| Employer contribution / active EE | $1,282 | $3,554-63.9% | $3,869-66.9% | $2,726-53.0% |
| Participant deferral / active EE | $2,173 | $4,108-47.1% | $5,058-57.0% | $4,648-53.3% |
| Admin fee / account holder | $104 | $639-83.6% | $8,394-98.8% | $430-75.7% |