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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICE Service code 15 · EIN 59-2937883 | Recordkeeping | $15,847 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,951 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,024 | $64,176-71.9% | $112,263-83.9% | $66,949-73.1% |
| Participation rate | 55.9% | 68.4%-12.5pp | 75.1%-19.1pp | 69.8%-13.9pp |
| Annual return | -7.28% | -13.80%+6.5pp | 27.49%-34.8pp | 1.57%-8.8pp |
| Employer contribution / active EE | $2,001 | $3,007-33.5% | $3,636-45.0% | $2,545-21.4% |
| Participant deferral / active EE | $4,335 | $3,694+17.4% | $4,729-8.3% | $4,239+2.3% |
| Admin fee / account holder | $277 | $626-55.7% | $6,410-95.7% | $594-53.3% |