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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $39,813 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,235 |
ADP BROKER-DEALER1 year 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 | $61,249 | $101,591-39.7% | $147,096-58.4% | $74,429-17.7% |
| Participation rate | 83.3% | 75.5%+7.8pp | 82.2%+1.2pp | 67.2%+16.1pp |
| Annual return | 19.95% | 8746.45%-8726.5pp | 419.75%-399.8pp | 1368.38%-1348.4pp |
| Employer contribution / active EE | $3,134 | $3,813-17.8% | $4,936-36.5% | $2,625+19.4% |
| Participant deferral / active EE | $11,064 | $7,302+51.5% | $8,071+37.1% | $4,348+154.4% |
| Admin fee / account holder | $292 | $1,750-83.3% | $13,005-97.8% | $1,944-85.0% |