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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $36,640 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,017 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,147 | $106,110-61.2% | $147,005-72.0% | $77,671-47.0% |
| Participation rate | 43.6% | 78.4%-34.8pp | 82.2%-38.6pp | 70.6%-27.0pp |
| Annual return | 19.69% | 56.77%-37.1pp | 418.76%-399.1pp | 31.21%-11.5pp |
| Employer contribution / active EE | $1,232 | $4,065-69.7% | $4,934-75.0% | $2,726-54.8% |
| Participant deferral / active EE | $2,635 | $7,992-67.0% | $8,070-67.4% | $4,648-43.3% |
| Admin fee / account holder | $106 | $338-68.7% | $13,006-99.2% | $430-75.5% |