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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BERNARD ROBINSON & COMPANY,LLP Service code 15 · EIN 56-0571159 | Recordkeeping | $13,000 |
Filed as: RAYMOND JAMES FINANCIAL SERVICE Service code 15 · EIN 59-2937883 | Recordkeeping | $11,959 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,578 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,722 | $44,714-53.7% | $91,227-77.3% | $66,949-69.0% |
| Participation rate | 69.8% | 65.0%+4.8pp | 73.2%-3.4pp | 69.8%0pp |
| Annual return | -18.33% | -12.25%-6.1pp | 114.14%-132.5pp | 1.57%-19.9pp |
| Employer contribution / active EE | $1,149 | $1,710-32.8% | $2,851-59.7% | $2,545-54.8% |
| Participant deferral / active EE | $2,035 | $3,355-39.4% | $4,234-51.9% | $4,239-52.0% |
| Admin fee / account holder | $231 | $521-55.8% | $5,423-95.7% | $594-61.2% |