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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,485 |
ADP BROKER-DEALER4 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 | $99,618 | $79,189+25.8% | $102,457-2.8% | $74,400+33.9% |
| Participation rate | 84.3% | 74.8%+9.5pp | 76.5%+7.8pp | 67.2%+17.1pp |
| Annual return | 13.54% | 54.98%-41.4pp | 29.41%-15.9pp | 1367.51%-1354.0pp |
| Employer contribution / active EE | $3,718 | $2,362+57.4% | $3,022+23.0% | $2,624+41.7% |
| Participant deferral / active EE | $8,487 | $4,415+92.2% | $5,054+67.9% | $4,348+95.2% |
| Admin fee / account holder | $37 | $2,002-98.2% | $9,451-99.6% | $1,944-98.1% |