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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $14,553 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $8,543 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $68,809 | $73,102-5.9% | $123,552-44.3% | $56,287+22.2% |
| Participation rate | 88.6% | 74.3%+14.3pp | 82.3%+6.3pp | 69.9%+18.7pp |
| Annual return | -5.15% | 3.01%-8.2pp | 119.20%-124.4pp | -9.96%+4.8pp |
| Employer contribution / active EE | $3,728 | $2,977+25.2% | $4,628-19.5% | $2,111+76.6% |
| Participant deferral / active EE | $8,572 | $5,423+58.1% | $6,426+33.4% | $3,350+155.9% |
| Admin fee / account holder | $153 | $554-72.4% | $9,285-98.4% | $521-70.6% |