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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 15 · EIN 59-1237041 | Recordkeeping | $33,999 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,748 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,637 | $91,439-55.6% | $135,974-70.1% | $71,511-43.2% |
| Participation rate | 61.9% | 75.7%-13.8pp | 81.9%-20.0pp | 67.9%-6.1pp |
| Annual return | 16.51% | 29.90%-13.4pp | 68.30%-51.8pp | 28.86%-12.3pp |
| Employer contribution / active EE | $1,231 | $3,705-66.8% | $4,859-74.7% | $2,589-52.4% |
| Participant deferral / active EE | $2,112 | $7,093-70.2% | $7,760-72.8% | $4,291-50.8% |
| Admin fee / account holder | $367 | $1,267-71.1% | $10,767-96.6% | $1,588-76.9% |