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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICE Service code 15 · EIN 59-2937883 | Recordkeeping | $24,016 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,594 |
ADP BROKER-DEALER6 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,508 | $55,457+19.9% | $76,119-12.6% | $77,736-14.4% |
| Participation rate | 94.0% | 63.6%+30.4pp | 69.1%+24.9pp | 70.6%+23.4pp |
| Annual return | 11.14% | 17.09%-5.9pp | 361.25%-350.1pp | 31.26%-20.1pp |
| Employer contribution / active EE | $3,426 | $1,792+91.2% | $2,693+27.2% | $2,728+25.6% |
| Participant deferral / active EE | $6,738 | $3,454+95.1% | $4,259+58.2% | $4,651+44.9% |
| Admin fee / account holder | $125 | $411-69.7% | $6,421-98.1% | $433-71.3% |