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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 15 · EIN 59-1237041 | Recordkeeping | $13,998 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,776 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,436 | $81,494+31.8% | $133,978-19.8% | $73,497+46.2% |
| Participation rate | 88.9% | 76.4%+12.5pp | 79.8%+9.0pp | 70.7%+18.2pp |
| Annual return | 14.68% | 19.40%-4.7pp | 45.10%-30.4pp | 28.51%-13.8pp |
| Employer contribution / active EE | $2,859 | $2,210+29.4% | $3,919-27.0% | $2,270+26.0% |
| Participant deferral / active EE | $3,265 | $3,787-13.8% | $5,047-35.3% | $3,740-12.7% |
| Admin fee / account holder | $308 | $713-56.8% | $8,930-96.6% | $513-40.0% |