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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,300 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Filed as: RAYMOND JAMES AND ASSOCIATES INC. Service code 49 301 E PINE STREET · ORLANDO, FL 32801 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,458 | $65,453+19.9% | $86,698-9.5% | $66,938+17.2% |
| Participation rate | 92.1% | 75.5%+16.6pp | 76.6%+15.5pp | 69.8%+22.3pp |
| Annual return | -14.97% | -10.89%-4.1pp | 35.95%-50.9pp | 1.58%-16.5pp |
| Employer contribution / active EE | $4,123 | $2,154+91.4% | $2,837+45.3% | $2,545+62.0% |
| Participant deferral / active EE | $8,851 | $4,102+115.8% | $4,656+90.1% | $4,238+108.8% |
| Admin fee / account holder | $19 | $642-97.0% | $7,493-99.7% | $594-96.8% |