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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $94,334 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $38,314 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,000 | $40,435-55.5% | $80,627-77.7% | $74,460-75.8% |
| Participation rate | 83.8% | 47.4%+36.4pp | 67.0%+16.8pp | 70.7%+13.0pp |
| Annual return | 16.52% | 165.19%-148.7pp | 936.76%-920.2pp | 34.38%-17.9pp |
| Employer contribution / active EE | $764 | $1,498-49.0% | $2,723-71.9% | $2,638-71.0% |
| Participant deferral / active EE | $3,678 | $2,673+37.6% | $4,443-17.2% | $4,530-18.8% |
| Admin fee / account holder | $124 | $721-82.8% | $5,381-97.7% | $348-64.3% |