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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,018 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
KESTRA INVESTMENT SERVICES LLC1+ years Filed as: KESTRA INVESTMENT SERVICES Service code 49 4233 PABLO PROFESSIONAL COURT · JACKSONVILLE, FL 32224 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $7,687 | $35,986-78.6% | $77,513-90.1% | $73,493-89.5% |
| Participation rate | 44.7% | 40.8%+3.9pp | 54.2%-9.5pp | 70.7%-25.9pp |
| Annual return | 0.00% | 19.26%-19.3pp | 54.81%-54.8pp | 28.51%-28.5pp |
| Employer contribution / active EE | $516 | $557-7.4% | $987-47.7% | $2,270-77.3% |
| Participant deferral / active EE | $923 | $1,198-22.9% | $1,861-50.4% | $3,740-75.3% |
| Admin fee / account holder | $19 | $466-95.9% | $2,859-99.3% | $513-96.3% |