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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 | $106,264-49.3% | $147,117-63.4% | $77,762-30.7% |
| Participation rate | 92.7% | 78.4%+14.3pp | 82.2%+10.5pp | 70.6%+22.1pp |
| Annual return | 14.64% | 56.94%-42.3pp | 420.54%-405.9pp | 31.27%-16.6pp |
| Employer contribution / active EE | $2,236 | $4,074-45.1% | $4,932-54.7% | $2,728-18.0% |
| Participant deferral / active EE | $9,390 | $8,003+17.3% | $8,065+16.4% | $4,651+101.9% |
| Admin fee / account holder | $171 | $334-49.0% | $12,993-98.7% | $433-60.6% |