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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $20,036 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,640 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,470 | $30,421+75.8% | $56,077-4.6% | $74,429-28.2% |
| Participation rate | 80.0% | 32.9%+47.1pp | 52.5%+27.5pp | 67.2%+12.8pp |
| Annual return | 15.51% | 24.94%-9.4pp | 1709.28%-1693.8pp | 1368.38%-1352.9pp |
| Employer contribution / active EE | $141 | $610-76.8% | $1,040-86.4% | $2,625-94.6% |
| Participant deferral / active EE | $2,533 | $1,175+115.6% | $1,954+29.6% | $4,348-41.7% |
| Admin fee / account holder | $128 | $2,363-94.6% | $2,825-95.5% | $1,944-93.4% |