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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 | $106,247+40.9% | $147,096+1.7% | $77,714+92.6% |
| Participation rate | 97.8% | 78.4%+19.4pp | 82.2%+15.6pp | 70.6%+27.2pp |
| Annual return | 14.99% | 56.87%-41.9pp | 419.75%-404.8pp | 31.26%-16.3pp |
| Employer contribution / active EE | $4,504 | $4,069+10.7% | $4,936-8.8% | $2,727+65.2% |
| Participant deferral / active EE | $14,223 | $7,996+77.9% | $8,071+76.2% | $4,649+205.9% |
| Admin fee / account holder | $146 | $338-56.8% | $13,005-98.9% | $433-66.2% |