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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $230,663 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,183 | $110,699-60.1% | $177,839-75.2% | $90,274-51.1% |
| Participation rate | 97.1% | 88.3%+8.8pp | 87.7%+9.4pp | 73.4%+23.8pp |
| Annual return | 16.02% | 22.79%-6.8pp | 48.33%-32.3pp | 53.97%-38.0pp |
| Employer contribution / active EE | $438 | $4,118-89.4% | $5,919-92.6% | $2,523-82.7% |
| Participant deferral / active EE | $6,237 | $6,731-7.3% | $7,714-19.1% | $4,231+47.4% |
| Admin fee / account holder | $85 | $90-5.2% | $12,432-99.3% | $114-25.2% |