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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,240 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Filed as: RAYMOND JAMES ASSOCIATES Service code 49 5847 SAN FELIPE ROAD SUITE 1400 · HOUSTON, TX 77057 | Other Services | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $99,808 | $78,707+26.8% | $117,861-15.3% | $70,126+42.3% |
| Participation rate | 94.7% | 73.2%+21.5pp | 79.7%+15.0pp | 69.5%+25.1pp |
| Annual return | 19.42% | 23.30%-3.9pp | 335.11%-315.7pp | 73.15%-53.7pp |
| Employer contribution / active EE | $3,025 | $2,223+36.0% | $3,786-20.1% | $2,343+29.1% |
| Participant deferral / active EE | $2,831 | $3,297-14.1% | $4,482-36.8% | $3,332-15.0% |
| Admin fee / account holder | $39 | $5,066-99.2% | $8,021-99.5% | $4,645-99.2% |