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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,954 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: KESTRA INVESTMENT SERVICES Service code 49 4635 SOUTHWEST FREEWAY · HOUSTON, TX 77027 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,154 | $55,636+2.7% | $81,983-30.3% | $73,488-22.2% |
| Participation rate | 54.5% | 62.3%-7.8pp | 69.2%-14.8pp | 70.7%-16.2pp |
| Annual return | 9.79% | 19.07%-9.3pp | 41.31%-31.5pp | 28.51%-18.7pp |
| Employer contribution / active EE | $510 | $1,625-68.6% | $2,498-79.6% | $2,270-77.5% |
| Participant deferral / active EE | $3,146 | $2,762+13.9% | $3,722-15.5% | $3,740-15.9% |
| Admin fee / account holder | $30 | $493-94.0% | $5,664-99.5% | $513-94.2% |