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| Provider | Service type | Compensation |
|---|---|---|
RYAN LABS ASSET MANAGEMENT1+ years Filed as: RYAN LABS INVESTMENTS Service code 27 · EIN 13-3451974 500 FIFTH AVENUE · NEW YORK, NY 10110 | Advisory (Plan) | $71,963 |
MERCER1+ years Service code 11 · EIN 13-2834414 70 LINDEN OAKS, SUITE 310 · ROCHESTER, NY 14625 | Actuarial | $36,101 |
FREED MAXICK CPAS PC1+ years Filed as: FREED MAXICK Service code 10 · EIN 45-4051133 424 MAIN ST, SUITE 800 · BUFFALO, NY 14202 | Accounting | $14,000 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES FINANCIAL Service code 27 · EIN 59-1517485 880 CARRILLON PKWY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $11,168 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET RETIREE SERVICE Service code 21 · EIN 04-3581074 8900 FREEDOM COMMERCE PKWY · JACKSONVILLE, FL 32256 | Bank Trustee | $8,492 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $219,333-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.8%-0.8pp |
| Annual return | -1.89% | -0.96%-0.9pp | -2.01%+0.1pp | -0.60%-1.3pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $34,453-100.0% | $12,272-100.0% |
| Participant deferral / active EE | $0 | $232-100.0% | $34-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $5,362-100.0% | $717-100.0% |