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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES AND ASSOCIATES Service code 26 · EIN 59-1237041 | Advisory (Participants) | $33,977 |
Service code 49 · EIN 11-3271022 401 BROADHOLLOW RD · MELVILLE, NY 11747 | Other Services | $5,556 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $56 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,226 | $101,672-45.7% | $147,117-62.5% | $74,478-25.8% |
| Participation rate | 75.2% | 75.5%-0.3pp | 82.2%-7.0pp | 67.2%+8.0pp |
| Annual return | 14.64% | 8757.83%-8743.2pp | 420.54%-405.9pp | 1370.56%-1355.9pp |
| Employer contribution / active EE | $2,996 | $3,813-21.4% | $4,932-39.3% | $2,626+14.1% |
| Participant deferral / active EE | $5,709 | $7,305-21.8% | $8,065-29.2% | $4,350+31.2% |
| Admin fee / account holder | $185 | $1,753-89.5% | $12,993-98.6% | $1,946-90.5% |