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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $12,408 |
Filed as: KESTRA ADVISORY SERVICES. Service code 27 · EIN 35-2552359 | Advisory (Plan) | $9,792 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT Service code 27 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $5,974 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,781 | $60,989-38.1% | $60,899-38.0% | $66,930-43.6% |
| Participation rate | 40.1% | 74.5%-34.4pp | 73.1%-33.0pp | 69.8%-29.7pp |
| Annual return | -17.25% | -9.60%-7.6pp | 16.92%-34.2pp | 1.57%-18.8pp |
| Employer contribution / active EE | $0 | $2,661-100.0% | $2,702-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $4,467 | $3,615+23.6% | $3,817+17.0% | $4,238+5.4% |
| Admin fee / account holder | $274 | $338-19.2% | $3,225-91.5% | $593-53.9% |