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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $51,927 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $28,988 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,966 | $100,801-67.3% | $149,730-78.0% | $73,412-55.1% |
| Participation rate | 85.7% | 77.7%+8.0pp | 82.5%+3.2pp | 72.2%+13.5pp |
| Annual return | 20.56% | 265.34%-244.8pp | 276.70%-256.1pp | 59.30%-38.7pp |
| Employer contribution / active EE | $1,785 | $3,312-46.1% | $4,645-61.6% | $2,234-20.1% |
| Participant deferral / active EE | $7,086 | $6,404+10.6% | $6,843+3.6% | $3,806+86.2% |
| Admin fee / account holder | $104 | $181-42.4% | $9,310-98.9% | $158-34.0% |