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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES. Service code 27 · EIN 35-2552359 | Advisory (Plan) | $31,224 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,104 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,285 | $88,360+32.7% | $145,433-19.4% | $67,986+72.5% |
| Participation rate | 99.0% | 65.5%+33.6pp | 82.1%+16.9pp | 57.2%+41.8pp |
| Annual return | 15.99% | 63.15%-47.2pp | 66.58%-50.6pp | 31.67%-15.7pp |
| Employer contribution / active EE | $5,021 | $3,054+64.4% | $4,554+10.2% | $2,019+148.7% |
| Participant deferral / active EE | $10,097 | $5,932+70.2% | $7,897+27.8% | $3,358+200.7% |
| Admin fee / account holder | $267 | $3,313-91.9% | $13,129-98.0% | $3,203-91.7% |