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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $8,571 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,363 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $65,365 | $46,297+41.2% | $71,671-8.8% | $62,293+4.9% |
| Participation rate | 66.7% | 60.6%+6.0pp | 68.7%-2.1pp | 69.5%-2.8pp |
| Annual return | 20.94% | 22.32%-1.4pp | 20.65%+0.3pp | 28.90%-8.0pp |
| Employer contribution / active EE | $872 | $1,412-38.3% | $2,460-64.6% | $2,042-57.3% |
| Participant deferral / active EE | $4,426 | $2,235+98.0% | $3,438+28.8% | $3,169+39.7% |
| Admin fee / account holder | $149 | $461-67.6% | $5,558-97.3% | $479-68.8% |