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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 15 · EIN 59-1237041 | Recordkeeping | $16,710 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,483 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,517 | $55,423-72.0% | $155,602-90.0% | $74,400-79.1% |
| Participation rate | 93.0% | 61.9%+31.1pp | 78.2%+14.8pp | 67.2%+25.8pp |
| Annual return | 13.40% | 269.07%-255.7pp | 64.81%-51.4pp | 1367.51%-1354.1pp |
| Employer contribution / active EE | $1,189 | $2,266-47.5% | $4,675-74.6% | $2,624-54.7% |
| Participant deferral / active EE | $2,982 | $2,835+5.2% | $5,629-47.0% | $4,348-31.4% |
| Admin fee / account holder | $120 | $1,744-93.1% | $15,923-99.2% | $1,944-93.8% |