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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1858818 | Advisory (Plan) | $25,301 |
Filed as: KESTRA INVESTMENT SERVICES LLC. Service code 27 233 SOUTH WACKER DR · CHICAGO, IL 60606 | Advisory (Plan) | $23,178 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,705 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,092 | $55,446+75.1% | $155,574-37.6% | $74,429+30.4% |
| Participation rate | 98.6% | 61.9%+36.7pp | 78.2%+20.4pp | 67.2%+31.4pp |
| Annual return | 14.82% | 269.20%-254.4pp | 64.87%-50.0pp | 1368.38%-1353.6pp |
| Employer contribution / active EE | $2,539 | $2,266+12.0% | $4,676-45.7% | $2,625-3.3% |
| Participant deferral / active EE | $4,247 | $2,836+49.7% | $5,629-24.6% | $4,348-2.3% |
| Admin fee / account holder | $326 | $1,743-81.3% | $15,914-97.9% | $1,944-83.2% |