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| Provider | Service type | Compensation |
|---|---|---|
401K ADVISORS INC1 year Service code 15 · EIN 33-0905143 | Recordkeeping | $17,334 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,363 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $5,508 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,675 | $93,182+30.6% | $146,643-17.0% | $79,391+53.3% |
| Participation rate | 56.8% | 76.4%-19.7pp | 80.1%-23.3pp | 70.7%-14.0pp |
| Annual return | 10.77% | 21.61%-10.8pp | 22.75%-12.0pp | 116.88%-106.1pp |
| Employer contribution / active EE | $0 | $2,420-100.0% | $4,137-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $3,783 | $4,169-9.3% | $5,506-31.3% | $4,046-6.5% |
| Admin fee / account holder | $325 | $585-44.4% | $10,280-96.8% | $627-48.1% |