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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $87,420 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $52,527 |
Service code 11 · EIN 04-2530412 | Actuarial | $35,902 |
THE BANK OF NEW YORK MELLON4 years Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 | Securities Custodian | $28,152 |
RSM US LLP4 years Service code 10 · EIN 42-0714325 | Accounting | $24,125 |
Filed as: MERRILL RETIREMENT Service code 13 · EIN 13-5674085 | Contract Administrator | $9,760 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $95,044-100.0% | $161,924-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 34.6%-34.6pp | 8.4%-8.4pp |
| Annual return | 8.07% | 9.26%-1.2pp | 10.41%-2.3pp | 18.35%-10.3pp |
| Employer contribution / active EE | $14,389 | $10,913+31.9% | $31,248-54.0% | $14,669-1.9% |
| Participant deferral / active EE | $0 | $0 | $4-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $1,130-100.0% | $9,141-100.0% |