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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $16,914 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,933 |
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 | $49,800 | $95,406-47.8% | $185,849-73.2% | $85,847-42.0% |
| Participation rate | 97.6% | 68.8%+28.9pp | 81.7%+15.9pp | 69.3%+28.3pp |
| Annual return | 14.51% | 23.59%-9.1pp | 122.10%-107.6pp | 318.61%-304.1pp |
| Employer contribution / active EE | $1,786 | $3,314-46.1% | $5,169-65.5% | $2,565-30.4% |
| Participant deferral / active EE | $3,754 | $3,424+9.6% | $5,569-32.6% | $3,952-5.0% |
| Admin fee / account holder | $213 | $7,214-97.0% | $16,244-98.7% | $6,261-96.6% |