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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 | $106,264-25.7% | $147,117-46.3% | $77,762+1.5% |
| Participation rate | 83.5% | 78.4%+5.1pp | 82.2%+1.4pp | 70.6%+13.0pp |
| Annual return | 25.68% | 56.94%-31.3pp | 420.54%-394.9pp | 31.27%-5.6pp |
| Employer contribution / active EE | $4,279 | $4,074+5.0% | $4,932-13.2% | $2,728+56.9% |
| Participant deferral / active EE | $10,196 | $8,003+27.4% | $8,065+26.4% | $4,651+119.2% |
| Admin fee / account holder | $190 | $334-43.1% | $12,993-98.5% | $433-56.1% |