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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,994 |
Filed as: KESTRA ADVISORY SERVICES. Service code 27 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Advisory (Plan) | $7,993 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,430 | $61,272-63.4% | $149,673-85.0% | $71,457-68.6% |
| Participation rate | 37.4% | 62.5%-25.1pp | 78.8%-41.3pp | 67.9%-30.5pp |
| Annual return | 17.28% | 35.85%-18.6pp | 134.42%-117.1pp | 28.85%-11.6pp |
| Employer contribution / active EE | $1,845 | $2,378-22.4% | $4,818-61.7% | $2,588-28.7% |
| Participant deferral / active EE | $4,941 | $2,917+69.4% | $5,680-13.0% | $4,289+15.2% |
| Admin fee / account holder | $182 | $1,261-85.5% | $13,210-98.6% | $1,587-88.5% |