Filed August 28, 2019
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $115,379 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $14,958 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,479 | $107,440-84.7% | $105,738-84.4% | $55,725-70.4% |
| Participation rate | 85.5% | 55.5%+30.0pp | 76.3%+9.1pp | 70.9%+14.6pp |
| Annual return | -6.86% | -0.59%-6.3pp | 6.27%-13.1pp | 244.93%-251.8pp |
| Employer contribution / active EE | $816 | $1,448-43.7% | $3,268-75.0% | $2,078-60.8% |
| Participant deferral / active EE | $2,820 | $2,171+29.9% | $4,080-30.9% | $3,356-15.9% |
| Admin fee / account holder | $158 | $283-44.2% | $6,913-97.7% | $115+37.2% |