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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $13,425 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,961 |
ADP BROKER-DEALER7 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,604 | $79,209-31.1% | $102,434-46.7% | $74,459-26.7% |
| Participation rate | 86.3% | 74.8%+11.5pp | 76.5%+9.8pp | 67.2%+19.1pp |
| Annual return | 12.47% | 54.98%-42.5pp | 29.46%-17.0pp | 1369.70%-1357.2pp |
| Employer contribution / active EE | $1,225 | $2,362-48.1% | $3,023-59.5% | $2,626-53.3% |
| Participant deferral / active EE | $3,713 | $4,417-15.9% | $5,055-26.5% | $4,350-14.6% |
| Admin fee / account holder | $133 | $2,002-93.3% | $9,462-98.6% | $1,945-93.1% |