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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICE Service code 15 · EIN 59-2937883 | Recordkeeping | $47,218 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,137 | $43,999-40.6% | $79,464-67.1% | $55,725-53.1% |
| Participation rate | 82.9% | 66.9%+16.0pp | 73.3%+9.6pp | 70.9%+12.1pp |
| Annual return | -4.06% | 1.81%-5.9pp | 718.14%-722.2pp | 244.93%-249.0pp |
| Employer contribution / active EE | $232 | $1,830-87.3% | $2,800-91.7% | $2,078-88.8% |
| Participant deferral / active EE | $3,049 | $2,538+20.1% | $3,704-17.7% | $3,356-9.1% |
| Admin fee / account holder | $67 | $118-42.7% | $5,113-98.7% | $115-41.5% |