Filed March 22, 2021
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,878 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $3,813 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,896 | $55,415-78.5% | $155,509-92.4% | $74,495-84.0% |
| Participation rate | 87.1% | 61.9%+25.2pp | 78.2%+8.9pp | 67.2%+19.9pp |
| Annual return | 26.31% | 268.50%-242.2pp | 64.67%-38.4pp | 1364.94%-1338.6pp |
| Employer contribution / active EE | $2,176 | $2,267-4.0% | $4,672-53.4% | $2,623-17.0% |
| Participant deferral / active EE | $3,012 | $2,836+6.2% | $5,626-46.5% | $4,346-30.7% |
| Admin fee / account holder | $80 | $1,738-95.4% | $15,912-99.5% | $1,942-95.9% |