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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICE Service code 15 · EIN 59-2937883 | Recordkeeping | $24,554 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $550 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $121,529 | $80,753+50.5% | $136,298-10.8% | $62,293+95.1% |
| Participation rate | 84.3% | 73.5%+10.8pp | 81.9%+2.4pp | 69.5%+14.8pp |
| Annual return | 29.56% | 35.83%-6.3pp | 5156.27%-5126.7pp | 28.90%+0.7pp |
| Employer contribution / active EE | $2,783 | $2,884-3.5% | $4,696-40.7% | $2,042+36.3% |
| Participant deferral / active EE | $8,899 | $5,164+72.3% | $6,247+42.4% | $3,169+180.8% |
| Admin fee / account holder | $195 | $525-63.0% | $9,244-97.9% | $479-59.4% |