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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $49,470 |
Filed as: KESTRA ADVISORY SVCS LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $30,000 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $20,000 |
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 | $121,368 | $100,801+20.4% | $149,730-18.9% | $73,412+65.3% |
| Participation rate | 95.5% | 77.7%+17.8pp | 82.5%+13.1pp | 72.2%+23.4pp |
| Annual return | 16.24% | 265.34%-249.1pp | 276.70%-260.5pp | 59.30%-43.1pp |
| Employer contribution / active EE | $3,175 | $3,312-4.1% | $4,645-31.6% | $2,234+42.1% |
| Participant deferral / active EE | $10,327 | $6,404+61.2% | $6,843+50.9% | $3,806+171.4% |
| Admin fee / account holder | $165 | $181-8.7% | $9,310-98.2% | $158+4.5% |