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| Provider | Service type | Compensation |
|---|---|---|
RYAN LABS ASSET MANAGEMENT3+ years Filed as: RYAN LABS INVESTMENTS Service code 27 · EIN 13-3451974 500 FIFTH AVENUE · NEW YORK, NY 10110 | Advisory (Plan) | $71,144 |
MERCER3+ years Service code 11 · EIN 13-2834414 70 LINDEN OAKS, SUITE 310 · ROCHESTER, NY 14625 | Actuarial | $33,230 |
FREED MAXICK CPAS PC3+ years Filed as: FREED MAXICK Service code 10 · EIN 45-4051133 424 MAIN ST, SUITE 800 · BUFFALO, NY 14202 | Accounting | $12,300 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES FINANCIAL Service code 27 · EIN 59-1517485 880 CARRILLON PKWY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $7,275 |
NORTHERN TRUST COMPANY1 year Service code 21 · EIN 36-1561860 | Bank Trustee | $6,759 |
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Annual investment return 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 | $34,123-100.0% | $198,173-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 13.5%-13.5pp | 42.0%-42.0pp | 4.5%-4.5pp |
| Annual return | 7.26% | 10.93%-3.7pp | 10.16%-2.9pp | 13.95%-6.7pp |
| Employer contribution / active EE | $0 | $10,209-100.0% | $33,192-100.0% | $16,598-100.0% |
| Participant deferral / active EE | $0 | $442-100.0% | $66-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $7,531-100.0% | $612-100.0% |