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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $50,570 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $30,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $106,912 | $88,122+21.3% | $141,191-24.3% | $67,579+58.2% |
| Participation rate | 96.3% | 76.5%+19.9pp | 82.5%+13.8pp | 71.3%+25.0pp |
| Annual return | 26.28% | 75.40%-49.1pp | 71.41%-45.1pp | 378.56%-352.3pp |
| Employer contribution / active EE | $3,326 | $3,224+3.2% | $4,736-29.8% | $2,148+54.9% |
| Participant deferral / active EE | $9,920 | $5,958+66.5% | $6,710+47.8% | $3,539+180.3% |
| Admin fee / account holder | $137 | $131+4.8% | $10,264-98.7% | $142-3.6% |