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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $51,374 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,768 |
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP Service code 99 | Other Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $219,396 | $77,816+181.9% | $123,549+77.6% | $64,181+241.8% |
| Participation rate | 94.7% | 74.7%+20.0pp | 82.3%+12.4pp | 69.6%+25.1pp |
| Annual return | -1.30% | 12.49%-13.8pp | 119.20%-120.5pp | 7.63%-8.9pp |
| Employer contribution / active EE | $3,715 | $3,014+23.2% | $4,628-19.7% | $2,381+56.0% |
| Participant deferral / active EE | $7,720 | $5,240+47.3% | $6,426+20.1% | $3,470+122.5% |
| Admin fee / account holder | $551 | $5,519-90.0% | $9,284-94.1% | $4,887-88.7% |