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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,632 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $10,006 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,660 | $79,181-56.2% | $102,423-66.2% | $74,429-53.4% |
| Participation rate | 76.7% | 74.8%+2.0pp | 76.5%+0.2pp | 67.2%+9.5pp |
| Annual return | 13.33% | 54.97%-41.6pp | 29.42%-16.1pp | 1368.38%-1355.1pp |
| Employer contribution / active EE | $1,402 | $2,362-40.6% | $3,023-53.6% | $2,625-46.6% |
| Participant deferral / active EE | $2,883 | $4,416-34.7% | $5,054-43.0% | $4,348-33.7% |
| Admin fee / account holder | $124 | $2,002-93.8% | $9,455-98.7% | $1,944-93.6% |