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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: KESTRA INVESTMENT SERVICES Service code 49 1350 I STREET NW · WASHINGTON, DC 20005 | Other Services | $0 |
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 | $31,437 | $62,543-49.7% | $83,322-62.3% | $55,725-43.6% |
| Participation rate | 78.6% | 78.4%+0.2pp | 77.8%+0.8pp | 70.9%+7.7pp |
| Annual return | -3.20% | 14.85%-18.0pp | 10.64%-13.8pp | 244.93%-248.1pp |
| Employer contribution / active EE | $2,631 | $2,427+8.4% | $3,379-22.1% | $2,078+26.6% |
| Participant deferral / active EE | $5,029 | $5,682-11.5% | $5,565-9.6% | $3,356+49.9% |
| Admin fee / account holder | $0 | $103-100.0% | $7,540-100.0% | $115-100.0% |