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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA INVESTMENT SERVICES Service code 27 · EIN 74-2794194 | Advisory (Plan) | $13,412 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,280 |
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 | $36,755 | $98,766-62.8% | $149,730-75.5% | $79,852-54.0% |
| Participation rate | 84.0% | 75.8%+8.2pp | 82.5%+1.5pp | 69.6%+14.3pp |
| Annual return | 18.87% | 27.43%-8.6pp | 276.70%-257.8pp | 31.72%-12.8pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,990 | $5,681+5.4% | $6,843-12.5% | $3,740+60.1% |
| Admin fee / account holder | $169 | $6,052-97.2% | $9,310-98.2% | $5,306-96.8% |