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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES. Service code 27 · EIN 35-2552359 | Advisory (Plan) | $19,014 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,921 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $66,981 | $87,733-23.7% | $106,555-37.1% | $85,847-22.0% |
| Participation rate | 62.9% | 71.9%-9.0pp | 76.1%-13.2pp | 69.3%-6.4pp |
| Annual return | 17.21% | 21.86%-4.7pp | 26.80%-9.6pp | 318.61%-301.4pp |
| Employer contribution / active EE | $2,312 | $2,073+11.5% | $2,819-18.0% | $2,565-9.9% |
| Participant deferral / active EE | $3,151 | $3,469-9.2% | $4,399-28.4% | $3,952-20.3% |
| Admin fee / account holder | $320 | $6,767-95.3% | $7,408-95.7% | $6,261-94.9% |