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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES. Service code 27 · EIN 35-2552359 | Advisory (Plan) | $52,178 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $46,348 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,947 | $106,247-25.7% | $147,096-46.3% | $77,714+1.6% |
| Participation rate | 83.5% | 78.4%+5.2pp | 82.2%+1.4pp | 70.6%+13.0pp |
| Annual return | 25.68% | 56.87%-31.2pp | 419.75%-394.1pp | 31.26%-5.6pp |
| Employer contribution / active EE | $4,279 | $4,069+5.2% | $4,936-13.3% | $2,727+56.9% |
| Participant deferral / active EE | $10,196 | $7,996+27.5% | $8,071+26.3% | $4,649+119.3% |
| Admin fee / account holder | $190 | $338-43.8% | $13,005-98.5% | $433-56.1% |