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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 | $55,437-72.0% | $155,534-90.0% | $74,459-79.2% |
| Participation rate | 93.0% | 61.9%+31.1pp | 78.2%+14.7pp | 67.2%+25.7pp |
| Annual return | 13.40% | 269.58%-256.2pp | 64.92%-51.5pp | 1369.70%-1356.3pp |
| Employer contribution / active EE | $1,189 | $2,266-47.5% | $4,675-74.6% | $2,626-54.7% |
| Participant deferral / active EE | $2,982 | $2,837+5.1% | $5,630-47.0% | $4,350-31.4% |
| Admin fee / account holder | $120 | $1,742-93.1% | $15,900-99.2% | $1,945-93.8% |