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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,834 |
Filed as: RAYMOND JAMES FINANCIAL SERVICE Service code 15 · EIN 59-2937883 | Recordkeeping | $5,206 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,545 | $53,204-97.1% | $155,556-99.0% | $200,096-99.2% |
| Participation rate | 75.9% | 64.1%+11.8pp | 78.2%-2.3pp | 72.0%+3.9pp |
| Annual return | 16.40% | 41.02%-24.6pp | 64.84%-48.4pp | 34.26%-17.9pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $4,675-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $749 | $3,163-76.3% | $5,631-86.7% | $5,090-85.3% |
| Admin fee / account holder | $22 | $186-88.3% | $15,885-99.9% | $269-91.9% |