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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $18,408 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,351 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,459 | $62,177-17.2% | $81,370-36.8% | $74,478-30.9% |
| Participation rate | 74.5% | 64.1%+10.5pp | 69.5%+5.0pp | 67.2%+7.3pp |
| Annual return | 102.39% | 16.62%+85.8pp | 24.85%+77.5pp | 1370.56%-1268.2pp |
| Employer contribution / active EE | $5,191 | $1,881+176.0% | $2,464+110.7% | $2,626+97.7% |
| Participant deferral / active EE | $7,535 | $3,219+134.1% | $3,885+93.9% | $4,350+73.2% |
| Admin fee / account holder | $130 | $1,927-93.3% | $5,749-97.7% | $1,946-93.3% |