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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA INVESTMENT SERVICES LLC. Service code 27 233 SOUTH WACKER DR · CHICAGO, IL 60606 | Advisory (Plan) | $23,218 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $12,368 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,830 | $61,356+39.9% | $149,696-42.7% | $71,511+20.0% |
| Participation rate | 96.9% | 62.5%+34.3pp | 78.8%+18.1pp | 67.9%+28.9pp |
| Annual return | 22.90% | 35.86%-13.0pp | 134.46%-111.6pp | 28.86%-6.0pp |
| Employer contribution / active EE | $7,064 | $2,382+196.6% | $4,821+46.5% | $2,589+172.8% |
| Participant deferral / active EE | $5,566 | $2,920+90.6% | $5,682-2.0% | $4,291+29.7% |
| Admin fee / account holder | $220 | $1,263-82.6% | $13,212-98.3% | $1,588-86.2% |