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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $34,966 |
Filed as: KESTRA ADVISORY SERVICES. Service code 27 · EIN 35-2552359 | Advisory (Plan) | $14,185 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,374 | $79,519-85.7% | $95,952-88.1% | $73,409-84.5% |
| Participation rate | 75.3% | 81.2%-5.9pp | 77.1%-1.8pp | 72.2%+3.1pp |
| Annual return | 16.86% | 19.20%-2.3pp | 91.61%-74.8pp | 59.29%-42.4pp |
| Employer contribution / active EE | $995 | $2,048-51.4% | $2,541-60.9% | $2,234-55.5% |
| Participant deferral / active EE | $1,306 | $4,138-68.4% | $4,167-68.6% | $3,805-65.7% |
| Admin fee / account holder | $148 | $184-19.7% | $6,795-97.8% | $158-6.2% |