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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $5,753 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,404 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,519 | $50,199-43.2% | $69,890-59.2% | $66,949-57.4% |
| Participation rate | 63.2% | 66.3%-3.2pp | 70.5%-7.3pp | 69.8%-6.7pp |
| Annual return | -12.08% | -13.85%+1.8pp | 190.84%-202.9pp | 1.57%-13.7pp |
| Employer contribution / active EE | $2,861 | $1,864+53.5% | $2,560+11.7% | $2,545+12.4% |
| Participant deferral / active EE | $5,647 | $3,112+81.5% | $3,848+46.7% | $4,239+33.2% |
| Admin fee / account holder | $89 | $600-85.1% | $6,267-98.6% | $594-85.0% |