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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES FINANCIAL SERVICE Service code 15 · EIN 59-2937883 | Recordkeeping | $33,704 |
Filed as: FIDUCIARY CONSULTING GROUP, INC Service code 15 · EIN 20-2807852 | Recordkeeping | $25,231 |
BRIGGS & VESELKA CO.3+ years Service code 15 · EIN 74-1769118 | Recordkeeping | $18,900 |
ADP BROKER-DEALER2+ years Filed as: ADP Service code 64 | Recordkeeping Fees | $2,554 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,301 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,164 | $71,192+66.0% | $117,857+0.3% | $62,293+89.7% |
| Participation rate | 86.3% | 74.2%+12.0pp | 79.7%+6.6pp | 69.5%+16.8pp |
| Annual return | 17.67% | 18.66%-1.0pp | 335.09%-317.4pp | 28.90%-11.2pp |
| Employer contribution / active EE | $24 | $1,934-98.7% | $3,786-99.4% | $2,042-98.8% |
| Participant deferral / active EE | $5,424 | $3,189+70.1% | $4,482+21.0% | $3,169+71.2% |
| Admin fee / account holder | $1,037 | $587+76.6% | $8,020-87.1% | $479+116.4% |