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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $995 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 49 470 ATLANTIC AVE · BOSTON, MA 02110 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,370 | $65,435+59.5% | $86,677+20.4% | $66,914+56.0% |
| Participation rate | 33.0% | 75.5%-42.5pp | 76.6%-43.6pp | 69.8%-36.8pp |
| Annual return | -19.32% | -10.89%-8.4pp | 35.91%-55.2pp | 1.58%-20.9pp |
| Employer contribution / active EE | $0 | $2,153-100.0% | $2,836-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,293 | $4,100-44.1% | $4,656-50.8% | $4,237-45.9% |
| Admin fee / account holder | $16 | $642-97.6% | $7,493-99.8% | $593-97.4% |