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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $14,992 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $10,038 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,390 | $75,962-58.7% | $154,108-79.6% | $64,173-51.1% |
| Participation rate | 92.9% | 70.4%+22.4pp | 83.0%+9.8pp | 69.6%+23.3pp |
| Annual return | -5.93% | 30.32%-36.3pp | 735.21%-741.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $699 | $3,350-79.1% | $5,298-86.8% | $2,381-70.7% |
| Participant deferral / active EE | $2,688 | $3,175-15.3% | $5,081-47.1% | $3,470-22.5% |
| Admin fee / account holder | $184 | $5,589-96.7% | $13,411-98.6% | $4,887-96.2% |