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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 15 · EIN 59-1237041 | Recordkeeping | $8,242 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $196,509 | $99,994+96.5% | $146,647+34.0% | $85,851+128.9% |
| Participation rate | 94.4% | 73.1%+21.4pp | 80.1%+14.4pp | 69.3%+25.1pp |
| Annual return | 40.63% | 18.93%+21.7pp | 22.75%+17.9pp | 318.63%-278.0pp |
| Employer contribution / active EE | $5,579 | $2,559+118.0% | $4,137+34.9% | $2,565+117.5% |
| Participant deferral / active EE | $6,475 | $4,006+61.6% | $5,506+17.6% | $3,952+63.8% |
| Admin fee / account holder | $81 | $7,703-99.0% | $10,281-99.2% | $6,261-98.7% |