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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $454,795 |
Filed as: KESTRA ADVISORY SVCS LLC Service code 16 · EIN 35-2552359 | Consulting | $120,000 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $39,894 |
APRIO LLP1 year Service code 99 · EIN 57-1157523 | Other Fees | $28,400 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP, INC Service code 99 | Other Fees | $6,858 |
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 | $49,661 | $112,711-55.9% | $170,055-70.8% | $80,187-38.1% |
| Participation rate | 97.9% | 87.4%+10.5pp | 87.0%+10.9pp | 72.9%+25.0pp |
| Annual return | 32.54% | 67.06%-34.5pp | 53.43%-20.9pp | 40.40%-7.9pp |
| Employer contribution / active EE | $2,953 | $4,488-34.2% | $6,790-56.5% | $2,980-0.9% |
| Participant deferral / active EE | $7,095 | $7,861-9.7% | $10,410-31.8% | $5,016+41.4% |
| Admin fee / account holder | $128 | $99+28.8% | $12,828-99.0% | $145-11.7% |