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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 11-3271022 401 BROADHOLLOW RD · MELVILLE, NY 11747 | Other Services | $8,306 |
Filed as: RAYMOND JAMES AND ASSOCIATES Service code 26 | Advisory (Participants) | $1,933 |
MORNINGSTAR4 years Service code 27 | Advisory (Plan) | $1,112 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $84,040 | $84,499-0.5% | $125,391-33.0% | $66,949+25.5% |
| Participation rate | 67.6% | 76.4%-8.8pp | 82.4%-14.8pp | 69.8%-2.2pp |
| Annual return | -18.41% | -8.49%-9.9pp | 572.41%-590.8pp | 1.57%-20.0pp |
| Employer contribution / active EE | $2,558 | $3,554-28.0% | $4,816-46.9% | $2,545+0.5% |
| Participant deferral / active EE | $4,508 | $6,785-33.6% | $7,448-39.5% | $4,239+6.3% |
| Admin fee / account holder | $52 | $685-92.4% | $10,009-99.5% | $594-91.2% |