Filed October 14, 2020
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $64,242 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $51,240 |
Filed as: CHARLES SCHWAB INVESTMENT MGMT INC. Service code 33 · EIN 94-3106735 | Securities brokerage | $58 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,457 | $66,457-6.0% | $81,382-23.3% | $77,643-19.6% |
| Participation rate | 96.6% | 68.7%+27.8pp | 69.5%+27.1pp | 70.6%+26.0pp |
| Annual return | 11.63% | 15.93%-4.3pp | 24.73%-13.1pp | 31.24%-19.6pp |
| Employer contribution / active EE | $3,613 | $2,159+67.3% | $2,463+46.7% | $2,726+32.5% |
| Participant deferral / active EE | $5,690 | $3,679+54.7% | $3,883+46.5% | $4,647+22.4% |
| Admin fee / account holder | $281 | $583-51.8% | $5,768-95.1% | $430-34.7% |