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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 15 · EIN 59-1237041 | Recordkeeping | $53,256 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $1,885 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,135 | $101,798+84.8% | $165,071+14.0% | $80,935+132.5% |
| Participation rate | 97.3% | 71.8%+25.4pp | 78.6%+18.6pp | 67.7%+29.6pp |
| Annual return | 18.69% | 16.73%+2.0pp | 70.17%-51.5pp | 35.66%-17.0pp |
| Employer contribution / active EE | $6,229 | $2,954+110.8% | $4,347+43.3% | $2,757+125.9% |
| Participant deferral / active EE | $7,325 | $4,476+63.6% | $6,035+21.4% | $4,299+70.4% |
| Admin fee / account holder | $445 | $8,221-94.6% | $12,695-96.5% | $6,924-93.6% |