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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $183,652 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 16 · EIN 47-1566880 | Consulting | $90,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,509 | $95,776-61.9% | $162,185-77.5% | $77,775-53.1% |
| Participation rate | 98.2% | 88.6%+9.5pp | 87.6%+10.6pp | 73.2%+24.9pp |
| Annual return | 31.94% | 37.03%-5.1pp | 115.61%-83.7pp | 32.58%-0.6pp |
| Employer contribution / active EE | $740 | $3,874-80.9% | $5,613-86.8% | $2,504-70.4% |
| Participant deferral / active EE | $6,494 | $6,125+6.0% | $7,297-11.0% | $3,966+63.7% |
| Admin fee / account holder | $66 | $88-24.5% | $10,844-99.4% | $100-33.9% |