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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $17,854 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,696 |
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 | $42,869 | $73,863-42.0% | $143,797-70.2% | $68,490-37.4% |
| Participation rate | 92.7% | 66.7%+26.0pp | 80.3%+12.4pp | 67.9%+24.8pp |
| Annual return | -16.94% | 0.91%-17.8pp | -0.04%-16.9pp | -7.85%-9.1pp |
| Employer contribution / active EE | $1,829 | $3,185-42.6% | $4,952-63.1% | $2,597-29.6% |
| Participant deferral / active EE | $4,767 | $3,385+40.8% | $5,638-15.4% | $4,028+18.4% |
| Admin fee / account holder | $220 | $5,756-96.2% | $14,679-98.5% | $5,403-95.9% |