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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES. Service code 27 · EIN 35-2552359 | Advisory (Plan) | $26,779 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,021 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,610 | $101,5910% | $147,096-30.9% | $74,429+36.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 14.08% | 8746.45%-8732.4pp | 419.75%-405.7pp | 1368.38%-1354.3pp |
| Employer contribution / active EE | $4,956 | $3,813+30.0% | $4,936+0.4% | $2,625+88.8% |
| Participant deferral / active EE | $9,830 | $7,302+34.6% | $8,071+21.8% | $4,348+126.1% |
| Admin fee / account holder | $262 | $1,750-85.0% | $13,005-98.0% | $1,944-86.5% |