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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,387 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 49 236 PONTE VEDRA PARK DR #101 · PONTE VEDRA BEACH, FL 32082 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,377 | $60,454-72.9% | $81,844-80.0% | $74,459-78.0% |
| Participation rate | 42.6% | 63.0%-20.4pp | 72.4%-29.8pp | 67.2%-24.6pp |
| Annual return | 12.42% | 16.87%-4.4pp | 778.87%-766.4pp | 1369.70%-1357.3pp |
| Employer contribution / active EE | $729 | $2,630-72.3% | $2,916-75.0% | $2,626-72.2% |
| Participant deferral / active EE | $1,913 | $3,398-43.7% | $4,323-55.8% | $4,350-56.0% |
| Admin fee / account holder | $54 | $1,490-96.4% | $7,355-99.3% | $1,945-97.2% |