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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES. Service code 27 · EIN 35-2552359 | Advisory (Plan) | $41,950 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $13,408 |
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,248 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $320,902 | $95,406+236.4% | $185,849+72.7% | $85,847+273.8% |
| Participation rate | 91.0% | 68.8%+22.3pp | 81.7%+9.3pp | 69.3%+21.7pp |
| Annual return | 13.58% | 23.59%-10.0pp | 122.10%-108.5pp | 318.61%-305.0pp |
| Employer contribution / active EE | $8,596 | $3,314+159.4% | $5,169+66.3% | $2,565+235.1% |
| Participant deferral / active EE | $6,327 | $3,424+84.8% | $5,569+13.6% | $3,952+60.1% |
| Admin fee / account holder | $575 | $7,214-92.0% | $16,244-96.5% | $6,261-90.8% |