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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICE Service code 15 · EIN 59-2937883 | Recordkeeping | $11,829 |
Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 15 · EIN 47-1256737 | Recordkeeping | $8,000 |
MY BENEFITS, LLC1 year Service code 15 · EIN 45-2098380 | Recordkeeping | $6,440 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,262 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $24,256 | $29,369-17.4% | $77,513-68.7% | $73,412-67.0% |
| Participation rate | 24.3% | 37.9%-13.7pp | 54.2%-29.9pp | 72.2%-47.9pp |
| Annual return | 6.51% | 358.15%-351.6pp | 54.81%-48.3pp | 59.30%-52.8pp |
| Employer contribution / active EE | $168 | $406-58.7% | $987-83.0% | $2,234-92.5% |
| Participant deferral / active EE | $363 | $941-61.4% | $1,861-80.5% | $3,806-90.5% |
| Admin fee / account holder | $233 | $123+90.3% | $2,859-91.8% | $158+47.9% |