Filed June 30, 2022 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL CENTER Service code 50 · EIN 59-1237041 | Direct Payment | $125,000 |
Filed as: TORRILLO AND ASSOCIATES LLC Service code 10 · EIN 83-0414789 | Accounting | $31,581 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND Service code 15 · EIN 13-5674085 | Recordkeeping | $16,605 |
TROUTMAN SANDERS LLP1 year Filed as: PEPPER HAMILTON Service code 50 · EIN 23-1433012 | Direct Payment | $10,440 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $120,953 | $88,730+36.3% | $82,312+46.9% | $77,958+55.2% |
| Participation rate | 87.9% | 84.5%+3.4pp | 76.9%+11.0pp | 71.6%+16.3pp |
| Annual return | 13.58% | 20.88%-7.3pp | 25.88%-12.3pp | 20.87%-7.3pp |
| Employer contribution / active EE | $3,164 | $2,758+14.7% | $2,428+30.3% | $2,310+37.0% |
| Participant deferral / active EE | $4,515 | $4,634-2.6% | $3,706+21.8% | $3,537+27.7% |
| Admin fee / account holder | $65 | $74-12.2% | $5,608-98.8% | $97-33.3% |