Filed July 6, 2022
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $59,933 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES FINANCIAL SERVICE Service code 15 · EIN 59-2937883 | Recordkeeping | $22,285 |
Filed as: RAYMOND JAMES Service code 15 · EIN 59-1531281 | Recordkeeping | $7,397 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $31,069 | $55,725-44.2% | $54,726-43.2% | $55,725-44.2% |
| Participation rate | 97.8% | 70.9%+27.0pp | 79.1%+18.7pp | 70.9%+27.0pp |
| Annual return | -1.76% | 244.93%-246.7pp | -4.56%+2.8pp | 244.93%-246.7pp |
| Employer contribution / active EE | $1,847 | $2,078-11.1% | $3,449-46.5% | $2,078-11.1% |
| Participant deferral / active EE | $4,999 | $3,356+49.0% | $3,953+26.5% | $3,356+49.0% |
| Admin fee / account holder | $175 | $115+52.0% | $3,818-95.4% | $115+52.0% |