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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $20,697 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $20,000 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $846 |
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 | $75,276 | $80,177-6.1% | $123,894-39.2% | $57,658+30.6% |
| Participation rate | 98.2% | 74.4%+23.8pp | 81.4%+16.8pp | 70.2%+28.0pp |
| Annual return | 8.78% | 17.90%-9.1pp | 47.52%-38.7pp | 5.13%+3.6pp |
| Employer contribution / active EE | $2,694 | $2,913-7.5% | $4,617-41.7% | $1,974+36.5% |
| Participant deferral / active EE | $7,845 | $5,130+52.9% | $5,984+31.1% | $3,061+156.3% |
| Admin fee / account holder | $133 | $106+25.2% | $8,357-98.4% | $95+40.8% |