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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $15,845 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES FINANCIAL SERVICE Service code 15 · EIN 59-2937883 | Recordkeeping | $8,572 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,386 | $56,640-78.1% | $78,002-84.1% | $55,167-77.5% |
| Participation rate | 83.4% | 73.3%+10.1pp | 75.5%+7.9pp | 69.0%+14.4pp |
| Annual return | 9.52% | 2868.48%-2859.0pp | 425.99%-416.5pp | 169.23%-159.7pp |
| Employer contribution / active EE | $237 | $1,724-86.2% | $2,470-90.4% | $1,963-87.9% |
| Participant deferral / active EE | $1,324 | $2,778-52.3% | $3,497-62.1% | $3,054-56.7% |
| Admin fee / account holder | $113 | $467-75.9% | $5,481-97.9% | $504-77.7% |