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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,860 |
Filed as: KESTRA ADVISORY SERVICES. Service code 27 · EIN 35-2552359 | Advisory (Plan) | $14,135 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,098 | $105,198-50.5% | $159,455-67.3% | $85,856-39.3% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.8%+4.7pp | 69.3%+18.2pp |
| Annual return | 18.01% | 45.08%-27.1pp | 263.63%-245.6pp | 318.58%-300.6pp |
| Employer contribution / active EE | $3,877 | $3,319+16.8% | $4,830-19.7% | $2,565+51.1% |
| Participant deferral / active EE | $8,829 | $5,946+48.5% | $7,353+20.1% | $3,952+123.4% |
| Admin fee / account holder | $240 | $6,934-96.5% | $10,800-97.8% | $6,261-96.2% |