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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $12,424 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 15 · EIN 36-4291971 | Recordkeeping | $10,792 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,460 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,371 | $82,674+68.6% | $125,381+11.2% | $68,486+103.5% |
| Participation rate | 61.2% | 75.1%-13.9pp | 82.4%-21.2pp | 67.9%-6.7pp |
| Annual return | -18.78% | -5.97%-12.8pp | 572.31%-591.1pp | -7.85%-10.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $10,529 | $6,111+72.3% | $7,448+41.4% | $4,028+161.4% |
| Admin fee / account holder | $466 | $6,277-92.6% | $10,007-95.3% | $5,404-91.4% |