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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $44,874 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: RAYMOND JAMES ASSOCIATES Service code 49 5975 PARKWAY N BLVD SUITE 300-B · CUMMINS, GA 30040 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,309 | $168,231-92.1% | $67,834-80.4% | $63,975-79.2% |
| Participation rate | 21.7% | 66.8%-45.1pp | 68.8%-47.1pp | 71.1%-49.4pp |
| Annual return | 8.57% | 11.76%-3.2pp | 138.47%-129.9pp | 48.65%-40.1pp |
| Employer contribution / active EE | $438 | $1,907-77.0% | $2,403-81.8% | $2,182-79.9% |
| Participant deferral / active EE | $707 | $2,827-75.0% | $3,160-77.6% | $3,356-78.9% |
| Admin fee / account holder | $80 | $81-0.3% | $4,622-98.3% | $70+14.0% |