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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 | $101,6530% | $147,080-30.9% | $74,459+36.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 14.08% | 8754.98%-8740.9pp | 420.17%-406.1pp | 1369.70%-1355.6pp |
| Employer contribution / active EE | $4,956 | $3,813+30.0% | $4,933+0.5% | $2,626+88.7% |
| Participant deferral / active EE | $9,830 | $7,304+34.6% | $8,066+21.9% | $4,350+126.0% |
| Admin fee / account holder | $262 | $1,752-85.1% | $12,989-98.0% | $1,945-86.5% |