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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $36,134 |
ADP BROKER-DEALER4 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $15,834 |
ADP BROKER-DEALER5+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $102,970 | $86,341+19.3% | $125,192-17.8% | $65,185+58.0% |
| Participation rate | 64.2% | 75.3%-11.1pp | 79.8%-15.6pp | 70.2%-6.0pp |
| Annual return | 21.84% | 27.44%-5.6pp | 43.79%-22.0pp | 29.38%-7.5pp |
| Employer contribution / active EE | $390 | $2,040-80.9% | $3,866-89.9% | $2,177-82.1% |
| Participant deferral / active EE | $3,757 | $3,538+6.2% | $4,937-23.9% | $3,514+6.9% |
| Admin fee / account holder | $331 | $609-45.7% | $9,704-96.6% | $847-60.9% |