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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 15 · EIN 59-1237041 | Recordkeeping | $26,226 |
HOWARD LLP5 years Service code 15 · EIN 20-2257536 | Recordkeeping | $13,850 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,385 |
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 | $84,892 | $86,655-2.0% | $119,622-29.0% | $66,938+26.8% |
| Participation rate | 87.2% | 75.6%+11.6pp | 79.3%+7.9pp | 69.8%+17.4pp |
| Annual return | -17.79% | -8.00%-9.8pp | -14.98%-2.8pp | 1.58%-19.4pp |
| Employer contribution / active EE | $3,267 | $2,536+28.8% | $4,232-22.8% | $2,545+28.4% |
| Participant deferral / active EE | $3,828 | $4,358-12.2% | $5,601-31.6% | $4,238-9.7% |
| Admin fee / account holder | $588 | $755-22.0% | $10,328-94.3% | $594-0.9% |