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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICE Service code 15 · EIN 59-2937883 | Recordkeeping | $61,166 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,738 |
ADP BROKER-DEALER8+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,276 | $47,722-9.3% | $82,719-47.7% | $64,808-33.2% |
| Participation rate | 85.1% | 67.6%+17.5pp | 72.6%+12.5pp | 71.5%+13.6pp |
| Annual return | -16.78% | -13.05%-3.7pp | 701.18%-718.0pp | 32.82%-49.6pp |
| Employer contribution / active EE | $231 | $2,179-89.4% | $3,009-92.3% | $2,506-90.8% |
| Participant deferral / active EE | $3,531 | $3,329+6.0% | $4,395-19.7% | $4,310-18.1% |
| Admin fee / account holder | $141 | $143-1.6% | $5,329-97.4% | $188-25.1% |