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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Service code 99 | Other Fees | $0 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 99 | Other Fees | $0 |
Filed as: RAYMOND JAMES ASSOCIATES Service code 99 | Other Fees | $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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $38,172 | $46,761-18.4% | $106,619-64.2% | $57,658-33.8% |
| Participation rate | 4.8% | 56.9%-52.1pp | 78.0%-73.2pp | 70.2%-65.4pp |
| Annual return | 8.47% | 15.77%-7.3pp | 9.42%-1.0pp | 5.13%+3.3pp |
| Employer contribution / active EE | $0 | $1,274-100.0% | $3,947-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $211 | $1,954-89.2% | $3,930-94.6% | $3,061-93.1% |
| Admin fee / account holder | $29 | $97-70.2% | $6,418-99.6% | $95-69.5% |