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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 15 · EIN 59-1237041 | Recordkeeping | $56,533 |
HOWARD LLP6 years Service code 15 · EIN 20-2257536 | Recordkeeping | $11,547 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,760 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,138 | $154,193-86.9% | $130,045-84.5% | $139,466-85.6% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.5%-78.5pp | 80.3%-80.3pp |
| Annual return | 10.13% | 32.51%-22.4pp | -137.30%+147.4pp | 373.66%-363.5pp |
| Employer contribution / active EE | $299,093 | $5,292+5552.0% | $4,321+6821.3% | $4,754+6191.5% |
| Participant deferral / active EE | $282,131 | $6,709+4105.6% | $5,820+4747.7% | $6,712+4103.4% |
| Admin fee / account holder | $972 | $13,989-93.1% | $10,600-90.8% | $11,409-91.5% |