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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,375 |
ADP BROKER-DEALER3 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 | $89,335 | $76,107+17.4% | $96,576-7.5% | $71,495+25.0% |
| Participation rate | 84.5% | 74.4%+10.1pp | 76.0%+8.5pp | 67.9%+16.6pp |
| Annual return | 17.61% | 22.81%-5.2pp | 25.87%-8.3pp | 28.85%-11.2pp |
| Employer contribution / active EE | $3,733 | $2,247+66.1% | $2,965+25.9% | $2,589+44.2% |
| Participant deferral / active EE | $8,376 | $4,218+98.6% | $4,851+72.7% | $4,291+95.2% |
| Admin fee / account holder | $24 | $2,708-99.1% | $8,253-99.7% | $1,588-98.5% |