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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICE Service code 15 · EIN 59-2937883 | Recordkeeping | $31,613 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $600 |
ADP BROKER-DEALER2 years 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 | $98,100 | $73,102+34.2% | $123,552-20.6% | $56,287+74.3% |
| Participation rate | 85.8% | 74.3%+11.5pp | 82.3%+3.5pp | 69.9%+16.0pp |
| Annual return | -6.28% | 3.01%-9.3pp | 119.20%-125.5pp | -9.96%+3.7pp |
| Employer contribution / active EE | $1,495 | $2,977-49.8% | $4,628-67.7% | $2,111-29.2% |
| Participant deferral / active EE | $9,297 | $5,423+71.5% | $6,426+44.7% | $3,350+177.6% |
| Admin fee / account holder | $224 | $554-59.6% | $9,285-97.6% | $521-57.1% |