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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,501 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: KESTRA INVESTMENT SERVICES Service code 49 245 FISCHER AVE STE A2 · COSTA MESA, CA 92626 | Other Services | $0 |
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).
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 | $4,450 | $47,977-90.7% | $154,108-97.1% | $56,289-92.1% |
| Participation rate | 90.7% | 66.2%+24.5pp | 83.0%+7.7pp | 69.9%+20.9pp |
| Annual return | -7.90% | 3.54%-11.4pp | 735.21%-743.1pp | -9.96%+2.1pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,923 | $2,392-19.6% | $5,081-62.1% | $3,350-42.6% |
| Admin fee / account holder | $12 | $438-97.3% | $13,411-99.9% | $521-97.8% |