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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 28 · EIN 35-2552359 | Investment Management | $83,300 |
THE VANGUARD GROUP, INC.5 years Service code 12 · EIN 23-1945930 | Claims processing; Recordkeeping and ... | $5,550 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,531 | $129,227-14.5% | $184,260-40.0% | $77,736+42.2% |
| Participation rate | 89.2% | 87.4%+1.8pp | 86.8%+2.4pp | 70.6%+18.6pp |
| Annual return | 20.35% | 33.24%-12.9pp | 28.84%-8.5pp | 31.26%-10.9pp |
| Employer contribution / active EE | $10,536 | $4,412+138.8% | $6,427+63.9% | $2,728+286.3% |
| Participant deferral / active EE | $19,309 | $7,307+164.3% | $9,133+111.4% | $4,651+315.2% |
| Admin fee / account holder | $170 | $256-33.7% | $13,898-98.8% | $433-60.9% |