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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $18,261 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: KESTRA INVESTMENT SERVICES Service code 49 6500 ROCKSPRING DR STE 410 · BETHESDA, MD 20817 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $19,881 | $44,473-55.3% | $76,518-74.0% | $55,725-64.3% |
| Participation rate | 51.2% | 51.0%+0.3pp | 68.0%-16.8pp | 70.9%-19.6pp |
| Annual return | 7.21% | -2.01%+9.2pp | -0.27%+7.5pp | 244.93%-237.7pp |
| Employer contribution / active EE | $827 | $1,101-24.9% | $2,647-68.8% | $2,078-60.2% |
| Participant deferral / active EE | $1,091 | $1,988-45.1% | $3,836-71.6% | $3,356-67.5% |
| Admin fee / account holder | $76 | $134-43.0% | $4,849-98.4% | $115-33.7% |