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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICE Service code 15 · EIN 59-2937883 | Recordkeeping | $27,057 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,545 |
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.
Employer 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 | $40,127 | $89,123-55.0% | $102,460-60.8% | $77,762-48.4% |
| Participation rate | 57.4% | 80.9%-23.6pp | 76.5%-19.1pp | 70.6%-13.2pp |
| Annual return | 14.62% | 25.05%-10.4pp | 29.47%-14.9pp | 31.27%-16.6pp |
| Employer contribution / active EE | $183 | $2,700-93.2% | $3,025-94.0% | $2,728-93.3% |
| Participant deferral / active EE | $2,129 | $5,148-58.6% | $5,056-57.9% | $4,651-54.2% |
| Admin fee / account holder | $319 | $236+35.3% | $9,460-96.6% | $433-26.3% |