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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICE Service code 15 · EIN 59-2937883 | Recordkeeping | $26,985 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,248 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,625 | $65,437-59.3% | $86,698-69.3% | $66,949-60.2% |
| Participation rate | 95.2% | 75.5%+19.7pp | 76.6%+18.6pp | 69.8%+25.4pp |
| Annual return | -15.16% | -10.91%-4.2pp | 35.96%-51.1pp | 1.57%-16.7pp |
| Employer contribution / active EE | $2,409 | $2,154+11.8% | $2,837-15.1% | $2,545-5.4% |
| Participant deferral / active EE | $3,770 | $4,102-8.1% | $4,656-19.0% | $4,239-11.1% |
| Admin fee / account holder | $308 | $642-52.1% | $7,492-95.9% | $594-48.2% |