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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 15 · EIN 59-1237041 | Recordkeeping | $33,788 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,678 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,621 | $84,493-59.0% | $125,381-72.4% | $66,938-48.3% |
| Participation rate | 94.2% | 76.4%+17.8pp | 82.4%+11.8pp | 69.8%+24.4pp |
| Annual return | -16.05% | -8.49%-7.6pp | 572.31%-588.4pp | 1.58%-17.6pp |
| Employer contribution / active EE | $1,712 | $3,554-51.8% | $4,815-64.5% | $2,545-32.7% |
| Participant deferral / active EE | $3,056 | $6,783-54.9% | $7,448-59.0% | $4,238-27.9% |
| Admin fee / account holder | $386 | $685-43.6% | $10,007-96.1% | $594-35.0% |