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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA INVESTMENT SERVICES Service code 27 · EIN 74-2794194 | Advisory (Plan) | $4,474 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,880 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,348 | $73,102-81.7% | $123,552-89.2% | $56,287-76.3% |
| Participation rate | 83.5% | 74.3%+9.2pp | 82.3%+1.2pp | 69.9%+13.7pp |
| Annual return | 22.96% | 3.01%+20.0pp | 119.20%-96.2pp | -9.96%+32.9pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,626 | $5,423-14.7% | $6,426-28.0% | $3,350+38.1% |
| Admin fee / account holder | $68 | $554-87.7% | $9,285-99.3% | $521-86.9% |