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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $103,238 |
Filed as: KESTRA ADVISORY SERVICES. Service code 27 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Advisory (Plan) | $77,949 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,442 | $53,199-3.3% | $155,567-66.9% | $199,768-74.2% |
| Participation rate | 60.9% | 64.1%-3.2pp | 78.2%-17.3pp | 72.0%-11.1pp |
| Annual return | 14.17% | 41.17%-27.0pp | 64.74%-50.6pp | 34.26%-20.1pp |
| Employer contribution / active EE | $1,756 | $1,852-5.2% | $4,674-62.4% | $3,037-42.2% |
| Participant deferral / active EE | $3,444 | $3,163+8.9% | $5,628-38.8% | $5,090-32.3% |
| Admin fee / account holder | $161 | $186-13.0% | $15,916-99.0% | $269-40.0% |