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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,018 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $11,763 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $28,348 | $104,479-72.9% | $159,474-82.2% | $79,391-64.3% |
| Participation rate | 92.9% | 76.6%+16.2pp | 82.8%+10.0pp | 70.7%+22.1pp |
| Annual return | 13.83% | 67.98%-54.1pp | 263.68%-249.9pp | 116.88%-103.1pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,831-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $3,380 | $6,468-47.7% | $7,353-54.0% | $4,046-16.4% |
| Admin fee / account holder | $250 | $711-64.8% | $10,802-97.7% | $627-60.1% |