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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES. Service code 27 · EIN 35-2552359 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Advisory (Plan) | $19,083 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,069 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,233 | $84,493+76.6% | $125,381+19.0% | $66,938+122.9% |
| Participation rate | 67.9% | 76.4%-8.5pp | 82.4%-14.5pp | 69.8%-1.9pp |
| Annual return | 217.67% | -8.49%+226.2pp | 572.31%-354.6pp | 1.58%+216.1pp |
| Employer contribution / active EE | $3,184 | $3,554-10.4% | $4,815-33.9% | $2,545+25.1% |
| Participant deferral / active EE | $7,541 | $6,783+11.2% | $7,448+1.3% | $4,238+77.9% |
| Admin fee / account holder | $265 | $685-61.3% | $10,007-97.3% | $594-55.3% |