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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $50,095 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $50,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,601 | $82,163+29.7% | $125,381-15.0% | $64,819+64.5% |
| Participation rate | 98.4% | 77.9%+20.5pp | 82.4%+16.0pp | 71.5%+26.9pp |
| Annual return | -16.73% | 3.49%-20.2pp | 572.31%-589.0pp | 32.84%-49.6pp |
| Employer contribution / active EE | $3,726 | $3,616+3.0% | $4,815-22.6% | $2,507+48.6% |
| Participant deferral / active EE | $11,468 | $7,175+59.8% | $7,448+54.0% | $4,311+166.0% |
| Admin fee / account holder | $147 | $163-9.9% | $10,007-98.5% | $188-21.7% |