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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $37,500 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $23,756 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $30,431 | $66,124-54.0% | $90,440-66.4% | $73,493-58.6% |
| Participation rate | 71.2% | 69.7%+1.5pp | 72.7%-1.5pp | 70.7%+0.5pp |
| Annual return | 18.97% | 17.65%+1.3pp | 1294.38%-1275.4pp | 28.51%-9.5pp |
| Employer contribution / active EE | $2,913 | $2,346+24.2% | $3,263-10.7% | $2,270+28.3% |
| Participant deferral / active EE | $5,900 | $3,039+94.2% | $3,964+48.9% | $3,740+57.8% |
| Admin fee / account holder | $208 | $396-47.5% | $5,615-96.3% | $513-59.5% |