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| Provider | Service type | Compensation |
|---|---|---|
RYAN LABS ASSET MANAGEMENT2+ years Filed as: RYAN LABS INVESTMENTS Service code 27 · EIN 13-3451974 500 FIFTH AVENUE · NEW YORK, NY 10110 | Advisory (Plan) | $70,708 |
MERCER2+ years Service code 11 · EIN 13-2834414 70 LINDEN OAKS, SUITE 310 · ROCHESTER, NY 14625 | Actuarial | $38,789 |
FREED MAXICK CPAS PC2+ years Filed as: FREED MAXICK Service code 10 · EIN 45-4051133 424 MAIN ST, SUITE 800 · BUFFALO, NY 14202 | Accounting | $12,000 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES FINANCIAL Service code 27 · EIN 59-1517485 880 CARRILLON PKWY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $8,470 |
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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 | $28,491-100.0% | $219,466-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 13.4%-13.4pp | 44.6%-44.6pp | 3.6%-3.6pp |
| Annual return | 5.97% | 45.66%-39.7pp | 5.00%+1.0pp | 11.88%-5.9pp |
| Employer contribution / active EE | $0 | $9,637-100.0% | $35,918-100.0% | $14,612-100.0% |
| Participant deferral / active EE | $0 | $235-100.0% | $75-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $118-100.0% | $13,204-100.0% | $637-100.0% |