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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $10,961 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $310 |
ADP BROKER-DEALER3+ 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $57,943 | $59,535-2.7% | $90,161-35.7% | $62,293-7.0% |
| Participation rate | 67.9% | 73.0%-5.2pp | 76.9%-9.0pp | 69.5%-1.7pp |
| Annual return | 21.15% | 23.53%-2.4pp | 34.89%-13.7pp | 28.90%-7.7pp |
| Employer contribution / active EE | $2,462 | $1,826+34.9% | $3,318-25.8% | $2,042+20.6% |
| Participant deferral / active EE | $5,365 | $4,639+15.7% | $5,287+1.5% | $3,169+69.3% |
| Admin fee / account holder | $92 | $337-72.8% | $5,943-98.5% | $479-80.9% |