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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,974 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $7,114 |
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.)
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 | $33,558 | $73,009-54.0% | $90,760-63.0% | $68,486-51.0% |
| Participation rate | 33.0% | 70.8%-37.9pp | 75.7%-42.7pp | 67.9%-34.9pp |
| Annual return | -17.38% | -13.81%-3.6pp | -12.16%-5.2pp | -7.85%-9.5pp |
| Employer contribution / active EE | $1,019 | $2,193-53.5% | $2,922-65.1% | $2,597-60.7% |
| Participant deferral / active EE | $2,009 | $3,626-44.6% | $4,565-56.0% | $4,028-50.1% |
| Admin fee / account holder | $307 | $5,896-94.8% | $8,444-96.4% | $5,404-94.3% |