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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES4+ years Filed as: RAYMOND JAMES FINANCIAL SERVICE Service code 15 · EIN 59-2937883 | Recordkeeping | $27,977 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,804 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,350 | $72,303-67.7% | $86,698-73.1% | $64,819-64.0% |
| Participation rate | 66.7% | 80.4%-13.8pp | 76.6%-9.9pp | 71.5%-4.8pp |
| Annual return | -11.47% | 392.77%-404.2pp | 35.95%-47.4pp | 32.84%-44.3pp |
| Employer contribution / active EE | $1,188 | $2,393-50.3% | $2,837-58.1% | $2,507-52.6% |
| Participant deferral / active EE | $3,203 | $4,660-31.3% | $4,656-31.2% | $4,311-25.7% |
| Admin fee / account holder | $144 | $174-17.4% | $7,493-98.1% | $188-23.4% |