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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $28,079 |
Filed as: RAYMOND JAMES Service code 15 · EIN 59-1237041 | Recordkeeping | $27,243 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,832 | $106,230-54.0% | $147,080-66.8% | $77,736-37.2% |
| Participation rate | 76.0% | 78.4%-2.4pp | 82.2%-6.2pp | 70.6%+5.4pp |
| Annual return | 17.09% | 56.91%-39.8pp | 420.17%-403.1pp | 31.26%-14.2pp |
| Employer contribution / active EE | $1,735 | $4,072-57.4% | $4,933-64.8% | $2,728-36.4% |
| Participant deferral / active EE | $7,909 | $8,001-1.1% | $8,066-1.9% | $4,651+70.1% |
| Admin fee / account holder | $210 | $338-37.8% | $12,989-98.4% | $433-51.5% |