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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $100,000 |
Filed as: PRUDENTIAL FINANCIAL Service code 13 · EIN 06-1050034 | Contract Administrator | $73,810 |
HOBERMAN & LESSER, LLP1 year Filed as: HOBERMAN & LESSER LLP Service code 10 · EIN 47-1492235 | Accounting | $36,000 |
JACKSON LEWIS P.C.1 year Service code 29 · EIN 46-3862389 | Legal | $13,282 |
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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 | $5,937-100.0% | $280,855-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 21.6%-21.6pp | 14.6%-14.6pp |
| Annual return | -4.42% | -3.90%-0.5pp | -0.70%-3.7pp | 10.56%-15.0pp |
| Employer contribution / active EE | $61,290 | $19,150+220.1% | $28,903+112.1% | $13,643+349.2% |
| Participant deferral / active EE | $0 | $169-100.0% | $148-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $3,354-100.0% | $1,852-100.0% | $3,354-100.0% |