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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,727 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: RAYMOND JAMES Service code 49 12800 N MERIDAN ST STE 100 · CARMEL, IN 46032 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,241 | $59,584-40.9% | $86,625-59.3% | $79,389-55.6% |
| Participation rate | 67.6% | 67.7%0pp | 71.6%-4.0pp | 70.7%-3.1pp |
| Annual return | 24.26% | 23.15%+1.1pp | 63.52%-39.3pp | 116.89%-92.6pp |
| Employer contribution / active EE | $2,530 | $1,768+43.1% | $2,496+1.4% | $2,428+4.2% |
| Participant deferral / active EE | $5,163 | $3,036+70.0% | $3,700+39.6% | $4,046+27.6% |
| Admin fee / account holder | $26 | $604-95.6% | $5,830-99.5% | $626-95.8% |