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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $123,632 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $64,267 |
CARON & BLETZER, PLLC1 year Service code 15 · EIN 04-3499945 | Recordkeeping | $10,285 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,426 | $53,236-54.1% | $86,233-71.7% | $103,975-76.5% |
| Participation rate | 84.6% | 34.4%+50.3pp | 69.0%+15.6pp | 72.5%+12.1pp |
| Annual return | 18.59% | 16.04%+2.5pp | 61.39%-42.8pp | 19.41%-0.8pp |
| Employer contribution / active EE | $1,082 | $1,362-20.5% | $2,504-56.8% | $3,722-70.9% |
| Participant deferral / active EE | $3,526 | $2,309+52.7% | $4,559-22.7% | $5,343-34.0% |
| Admin fee / account holder | $155 | $2,172-92.9% | $8,342-98.1% | $332-53.4% |