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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 | $78,607-38.5% | $105,624-54.2% | $74,478-35.1% |
| Participation rate | 86.2% | 72.8%+13.4pp | 75.3%+10.9pp | 67.2%+19.0pp |
| Annual return | 16.69% | 15.96%+0.7pp | 116.20%-99.5pp | 1370.56%-1353.9pp |
| Employer contribution / active EE | $2,470 | $2,523-2.1% | $3,168-22.0% | $2,626-5.9% |
| Participant deferral / active EE | $4,938 | $4,325+14.2% | $5,013-1.5% | $4,350+13.5% |
| Admin fee / account holder | $89 | $2,220-96.0% | $10,961-99.2% | $1,946-95.4% |