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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $31,718 |
BAKER TILLY US, LLP1 year Service code 15 · EIN 30-1413443 | Recordkeeping | $25,200 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,121 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,142 | $101,317-71.2% | $146,958-80.2% | $74,495-60.9% |
| Participation rate | 94.7% | 75.5%+19.2pp | 82.2%+12.6pp | 67.2%+27.5pp |
| Annual return | 10.88% | 8730.91%-8720.0pp | 418.34%-407.5pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $2,743 | $3,810-28.0% | $4,933-44.4% | $2,623+4.6% |
| Participant deferral / active EE | $4,598 | $7,303-37.0% | $8,070-43.0% | $4,346+5.8% |
| Admin fee / account holder | $280 | $1,739-83.9% | $12,998-97.8% | $1,942-85.6% |