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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $56,044 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $51,157 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $77,059 | $101,653-24.2% | $147,080-47.6% | $74,459+3.5% |
| Participation rate | 98.0% | 75.6%+22.5pp | 82.2%+15.8pp | 67.2%+30.8pp |
| Annual return | 14.01% | 8754.98%-8741.0pp | 420.17%-406.2pp | 1369.70%-1355.7pp |
| Employer contribution / active EE | $4,560 | $3,813+19.6% | $4,933-7.6% | $2,626+73.7% |
| Participant deferral / active EE | $10,273 | $7,304+40.6% | $8,066+27.4% | $4,350+136.2% |
| Admin fee / account holder | $304 | $1,752-82.7% | $12,989-97.7% | $1,945-84.4% |