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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,144 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $13,372 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,865 | $91,198-49.7% | $178,503-74.3% | $79,856-42.6% |
| Participation rate | 83.3% | 69.2%+14.1pp | 81.9%+1.4pp | 69.6%+13.7pp |
| Annual return | 14.60% | 24.20%-9.6pp | 151.12%-136.5pp | 31.71%-17.1pp |
| Employer contribution / active EE | $1,111 | $3,257-65.9% | $5,011-77.8% | $2,471-55.0% |
| Participant deferral / active EE | $2,803 | $3,237-13.4% | $5,202-46.1% | $3,741-25.1% |
| Admin fee / account holder | $204 | $6,748-97.0% | $13,987-98.5% | $5,306-96.2% |