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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,583 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $6,453 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,354 | $78,483-38.4% | $106,201-54.5% | $74,546-35.1% |
| Participation rate | 86.2% | 72.8%+13.4pp | 75.3%+10.9pp | 67.2%+19.0pp |
| Annual return | 16.69% | 15.94%+0.8pp | 116.26%-99.6pp | 1366.03%-1349.3pp |
| Employer contribution / active EE | $2,470 | $2,522-2.0% | $3,170-22.1% | $2,624-5.9% |
| Participant deferral / active EE | $4,938 | $4,320+14.3% | $5,012-1.5% | $4,347+13.6% |
| Admin fee / account holder | $89 | $2,236-96.0% | $11,039-99.2% | $1,944-95.4% |