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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,649 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $14,427 |
ADP BROKER-DEALER7 years 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,246 | $101,591-68.3% | $147,096-78.1% | $74,429-56.7% |
| Participation rate | 96.8% | 75.5%+21.3pp | 82.2%+14.6pp | 67.2%+29.6pp |
| Annual return | 12.55% | 8746.45%-8733.9pp | 419.75%-407.2pp | 1368.38%-1355.8pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $5,973 | $7,302-18.2% | $8,071-26.0% | $4,348+37.4% |
| Admin fee / account holder | $198 | $1,750-88.7% | $13,005-98.5% | $1,944-89.8% |