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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $27,440 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $13,017 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,664 | $39,948-33.3% | $89,414-70.2% | $73,412-63.7% |
| Participation rate | 18.8% | 50.4%-31.6pp | 68.0%-49.2pp | 72.2%-53.4pp |
| Annual return | 11.66% | 50.12%-38.5pp | 245.50%-233.8pp | 59.30%-47.6pp |
| Employer contribution / active EE | $240 | $1,200-80.0% | $2,586-90.7% | $2,234-89.2% |
| Participant deferral / active EE | $412 | $2,193-81.2% | $3,890-89.4% | $3,806-89.2% |
| Admin fee / account holder | $178 | $134+32.8% | $4,883-96.4% | $158+12.9% |