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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICE Service code 15 · EIN 59-2937883 | Recordkeeping | $12,812 |
Filed as: RAYMOND JAMES FINANCIAL INC Service code 15 · EIN 59-1517485 | Recordkeeping | $12,793 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,080 |
ADP BROKER-DEALER4 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 | $118,216 | $99,957+18.3% | $149,730-21.0% | $73,493+60.9% |
| Participation rate | 87.4% | 75.7%+11.7pp | 82.5%+4.9pp | 70.7%+16.7pp |
| Annual return | 17.65% | 53.87%-36.2pp | 276.70%-259.0pp | 28.51%-10.9pp |
| Employer contribution / active EE | $1,584 | $3,191-50.4% | $4,645-65.9% | $2,270-30.2% |
| Participant deferral / active EE | $9,569 | $6,073+57.6% | $6,843+39.8% | $3,740+155.9% |
| Admin fee / account holder | $143 | $551-73.9% | $9,310-98.5% | $513-72.0% |