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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOC. Service code 70 · EIN 59-1237041 | Consulting Fees | $56,408 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $14,911 |
WISS & COMPANY, LLP2+ years Service code 50 354 EISENHOWER PKWY · LIVINGSTON, NJ 07039 | Direct Payment | $14,250 |
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 | $165,318 | $122,709+34.7% | $88,497+86.8% | $57,658+186.7% |
| Participation rate | 94.4% | 89.9%+4.5pp | 82.4%+12.0pp | 70.2%+24.2pp |
| Annual return | 6.85% | 10.63%-3.8pp | 7.63%-0.8pp | 5.13%+1.7pp |
| Employer contribution / active EE | $8,236 | $4,531+81.8% | $4,036+104.0% | $1,974+317.3% |
| Participant deferral / active EE | $8,906 | $6,704+32.8% | $4,899+81.8% | $3,061+191.0% |
| Admin fee / account holder | $269 | $93+190.2% | $6,220-95.7% | $95+184.4% |