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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,010 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 49 1250 S CAPITAL OF TEXAS HWY · PONTE VEDRA BEACH, FL 32082 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,417 | $65,092-88.6% | $143,799-94.8% | $66,938-88.9% |
| Participation rate | 29.3% | 65.2%-35.9pp | 80.3%-51.0pp | 69.8%-40.5pp |
| Annual return | -14.87% | -11.14%-3.7pp | -0.04%-14.8pp | 1.58%-16.5pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $871 | $2,920-70.2% | $5,638-84.6% | $4,238-79.5% |
| Admin fee / account holder | $22 | $502-95.6% | $14,677-99.9% | $594-96.3% |