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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $20,406 |
EIDE BAILLY LLP1 year Service code 15 · EIN 45-0250958 | Recordkeeping | $12,253 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,335 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $24,717 | $66,180-62.7% | $118,746-79.2% | $62,293-60.3% |
| Participation rate | 38.1% | 71.3%-33.2pp | 78.3%-40.1pp | 69.5%-31.4pp |
| Annual return | 16.06% | 60.89%-44.8pp | 24.54%-8.5pp | 28.90%-12.8pp |
| Employer contribution / active EE | $803 | $3,183-74.8% | $4,193-80.9% | $2,042-60.7% |
| Participant deferral / active EE | $2,390 | $4,247-43.7% | $5,332-55.2% | $3,169-24.6% |
| Admin fee / account holder | $198 | $753-73.7% | $10,720-98.2% | $479-58.6% |