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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES. Service code 27 · EIN 35-2552359 | Advisory (Plan) | $18,668 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,259 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,842 | $94,031-39.5% | $115,768-50.9% | $82,448-31.1% |
| Participation rate | 85.7% | 70.4%+15.3pp | 74.4%+11.3pp | 68.1%+17.6pp |
| Annual return | 11.39% | 20.61%-9.2pp | 100.46%-89.1pp | 41.64%-30.2pp |
| Employer contribution / active EE | $2,198 | $2,323-5.4% | $2,940-25.2% | $2,551-13.8% |
| Participant deferral / active EE | $3,527 | $3,972-11.2% | $4,917-28.3% | $4,139-14.8% |
| Admin fee / account holder | $310 | $10,249-97.0% | $12,439-97.5% | $7,234-95.7% |