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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $76,019 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $59,618 |
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 | $53,892 | $106,247-49.3% | $147,096-63.4% | $77,714-30.7% |
| Participation rate | 92.7% | 78.4%+14.3pp | 82.2%+10.5pp | 70.6%+22.1pp |
| Annual return | 14.64% | 56.87%-42.2pp | 419.75%-405.1pp | 31.26%-16.6pp |
| Employer contribution / active EE | $2,236 | $4,069-45.1% | $4,936-54.7% | $2,727-18.0% |
| Participant deferral / active EE | $9,390 | $7,996+17.4% | $8,071+16.3% | $4,649+102.0% |
| Admin fee / account holder | $171 | $338-49.6% | $13,005-98.7% | $433-60.6% |