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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $98,363 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $31,112 |
ADP BROKER-DEALER6 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,306 | $41,647-58.4% | $96,161-82.0% | $86,813-80.1% |
| Participation rate | 83.1% | 50.3%+32.8pp | 68.4%+14.6pp | 72.3%+10.8pp |
| Annual return | 18.31% | 27.24%-8.9pp | 192.01%-173.7pp | 97.93%-79.6pp |
| Employer contribution / active EE | $729 | $1,328-45.1% | $2,798-74.0% | $2,406-69.7% |
| Participant deferral / active EE | $3,367 | $2,412+39.6% | $4,349-22.6% | $4,131-18.5% |
| Admin fee / account holder | $148 | $169-12.7% | $5,538-97.3% | $170-12.8% |