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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $17,339 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $14,200 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,962 | $48,576+15.2% | $169,452-67.0% | $56,289-0.6% |
| Participation rate | 71.6% | 65.8%+5.7pp | 77.8%-6.2pp | 69.9%+1.7pp |
| Annual return | -5.24% | -2.51%-2.7pp | 1.83%-7.1pp | -9.96%+4.7pp |
| Employer contribution / active EE | $1,797 | $1,559+15.2% | $4,157-56.8% | $2,111-14.9% |
| Participant deferral / active EE | $3,385 | $3,275+3.3% | $5,277-35.9% | $3,350+1.0% |
| Admin fee / account holder | $309 | $435-28.9% | $9,110-96.6% | $521-40.6% |