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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $50,020 |
Filed as: KESTRA ADVISORY SVCS 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 | $130,762 | $95,369+37.1% | $135,942-3.8% | $74,440+75.7% |
| Participation rate | 97.8% | 78.2%+19.6pp | 81.9%+15.9pp | 70.7%+27.1pp |
| Annual return | 20.78% | 32.72%-11.9pp | 68.28%-47.5pp | 34.37%-13.6pp |
| Employer contribution / active EE | $4,026 | $3,878+3.8% | $4,858-17.1% | $2,638+52.6% |
| Participant deferral / active EE | $12,450 | $7,788+59.9% | $7,759+60.5% | $4,529+174.9% |
| Admin fee / account holder | $129 | $266-51.7% | $10,764-98.8% | $348-63.0% |