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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,721 |
Filed as: RAYMOND JAMES FINANCIAL SERVICE Service code 15 · EIN 59-2937883 | Recordkeeping | $7,528 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,849 | $79,700-80.1% | $153,643-89.7% | $74,459-78.7% |
| Participation rate | 90.6% | 69.8%+20.7pp | 77.1%+13.5pp | 67.2%+23.3pp |
| Annual return | 14.38% | 15.07%-0.7pp | 15.71%-1.3pp | 1369.70%-1355.3pp |
| Employer contribution / active EE | $1,369 | $4,016-65.9% | $5,039-72.8% | $2,626-47.9% |
| Participant deferral / active EE | $2,090 | $5,315-60.7% | $6,754-69.1% | $4,350-52.0% |
| Admin fee / account holder | $216 | $1,790-87.9% | $12,739-98.3% | $1,945-88.9% |