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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,869 |
Filed as: KESTRA ADVISORY SERVICES. Service code 27 · EIN 35-2552359 | Advisory (Plan) | $20,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,988 | $91,517-1.7% | $101,248-11.1% | $73,409+22.6% |
| Participation rate | 97.7% | 73.8%+24.0pp | 75.8%+21.9pp | 72.2%+25.6pp |
| Annual return | 15.14% | 17.17%-2.0pp | 46.47%-31.3pp | 59.29%-44.1pp |
| Employer contribution / active EE | $2,873 | $2,877-0.1% | $3,660-21.5% | $2,234+28.6% |
| Participant deferral / active EE | $7,920 | $3,338+137.2% | $4,370+81.2% | $3,805+108.1% |
| Admin fee / account holder | $111 | $216-48.7% | $5,945-98.1% | $158-29.8% |