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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $16,108 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,961 |
ADP BROKER-DEALER6 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,246 | $76,112-30.0% | $96,544-44.8% | $71,529-25.6% |
| Participation rate | 79.6% | 74.4%+5.2pp | 76.0%+3.6pp | 67.9%+11.6pp |
| Annual return | 12.48% | 22.80%-10.3pp | 25.88%-13.4pp | 28.97%-16.5pp |
| Employer contribution / active EE | $1,001 | $2,248-55.5% | $2,966-66.2% | $2,590-61.3% |
| Participant deferral / active EE | $2,980 | $4,217-29.3% | $4,851-38.6% | $4,291-30.5% |
| Admin fee / account holder | $151 | $2,708-94.4% | $8,254-98.2% | $1,588-90.5% |