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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $38,185 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $11,900 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $11,900 |
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,320 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $291,447 | $89,652+225.1% | $141,177+106.4% | $65,185+347.1% |
| Participation rate | 96.6% | 74.7%+21.8pp | 82.5%+14.1pp | 70.2%+26.4pp |
| Annual return | 16.29% | 32.79%-16.5pp | 71.40%-55.1pp | 29.38%-13.1pp |
| Employer contribution / active EE | $9,556 | $3,065+211.8% | $4,736+101.8% | $2,177+339.0% |
| Participant deferral / active EE | $9,077 | $5,691+59.5% | $6,710+35.3% | $3,514+158.3% |
| Admin fee / account holder | $409 | $569-28.1% | $10,263-96.0% | $847-51.7% |