Filed April 11, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICE Service code 15 · EIN 59-2937883 | Recordkeeping | $35,130 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,538 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,470 | $101,499-62.1% | $147,005-73.8% | $74,546-48.4% |
| Participation rate | 96.0% | 75.5%+20.4pp | 82.2%+13.8pp | 67.2%+28.8pp |
| Annual return | 15.42% | 8732.34%-8716.9pp | 418.76%-403.3pp | 1366.03%-1350.6pp |
| Employer contribution / active EE | $1,174 | $3,811-69.2% | $4,934-76.2% | $2,624-55.2% |
| Participant deferral / active EE | $4,378 | $7,304-40.1% | $8,070-45.7% | $4,347+0.7% |
| Admin fee / account holder | $141 | $1,748-91.9% | $13,006-98.9% | $1,944-92.7% |