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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $23,699 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $5,069 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $10,669 | $73,102-85.4% | $123,553-91.4% | $56,289-81.0% |
| Participation rate | 93.6% | 74.3%+19.3pp | 82.3%+11.3pp | 69.9%+23.8pp |
| Annual return | -7.91% | 3.01%-10.9pp | 119.21%-127.1pp | -9.96%+2.0pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,482 | $5,423-54.2% | $6,426-61.4% | $3,350-25.9% |
| Admin fee / account holder | $124 | $554-77.6% | $9,284-98.7% | $521-76.2% |