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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 15 · EIN 59-1237041 | Recordkeeping | $17,942 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,353 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,832 | $64,734-1.4% | $90,796-29.7% | $64,097-0.4% |
| Participation rate | 54.5% | 53.2%+1.3pp | 69.5%-15.0pp | 55.2%-0.7pp |
| Annual return | 8.28% | 17.77%-9.5pp | 19.29%-11.0pp | 34.64%-26.4pp |
| Employer contribution / active EE | $535 | $1,703-68.6% | $2,294-76.7% | $1,891-71.7% |
| Participant deferral / active EE | $2,467 | $2,629-6.2% | $3,822-35.4% | $3,080-19.9% |
| Admin fee / account holder | $307 | $3,474-91.2% | $7,024-95.6% | $3,454-91.1% |