Filed July 6, 2022
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $49,291 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES FINANCIAL SERVICE Service code 15 · EIN 59-2937883 | Recordkeeping | $13,308 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,257 | $69,631-47.9% | $56,429-35.7% | $69,631-47.9% |
| Participation rate | 98.2% | 70.7%+27.5pp | 80.0%+18.2pp | 70.7%+27.5pp |
| Annual return | 0.00% | 27571.02%-27571.0pp | 19.04%-19.0pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $1,658 | $2,032-18.4% | $3,405-51.3% | $2,032-18.4% |
| Participant deferral / active EE | $4,742 | $3,224+47.1% | $3,951+20.0% | $3,224+47.1% |
| Admin fee / account holder | $160 | $110+44.6% | $4,466-96.4% | $110+44.6% |