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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $60,534 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $40,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,665 | $106,264+40.8% | $147,117+1.7% | $77,762+92.5% |
| Participation rate | 97.8% | 78.4%+19.4pp | 82.2%+15.6pp | 70.6%+27.2pp |
| Annual return | 14.99% | 56.94%-41.9pp | 420.54%-405.5pp | 31.27%-16.3pp |
| Employer contribution / active EE | $4,504 | $4,074+10.6% | $4,932-8.7% | $2,728+65.1% |
| Participant deferral / active EE | $14,223 | $8,003+77.7% | $8,065+76.4% | $4,651+205.8% |
| Admin fee / account holder | $146 | $334-56.2% | $12,993-98.9% | $433-66.2% |