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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $59,547 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $54,392 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,933 | $106,247-39.8% | $147,096-56.5% | $77,714-17.7% |
| Participation rate | 76.3% | 78.4%-2.1pp | 82.2%-5.9pp | 70.6%+5.7pp |
| Annual return | 23.83% | 56.87%-33.0pp | 419.75%-395.9pp | 31.26%-7.4pp |
| Employer contribution / active EE | $4,312 | $4,069+6.0% | $4,936-12.6% | $2,727+58.1% |
| Participant deferral / active EE | $10,562 | $7,996+32.1% | $8,071+30.9% | $4,649+127.2% |
| Admin fee / account holder | $235 | $338-30.4% | $13,005-98.2% | $433-45.7% |