Filed June 30, 2022 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND Service code 15 · EIN 13-5674085 | Recordkeeping | $200,576 |
Filed as: RAYMOND JAMES FINANCIAL CENTER Service code 50 · EIN 59-1237041 | Direct Payment | $125,000 |
TORRILLO & ASSOCIATES, LLC2 years Filed as: TORRILLO AND ASSOCIATES LLC Service code 10 · EIN 83-0414789 | Accounting | $2,382 |
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 | $105,996 | $78,852+34.4% | $76,768+38.1% | $75,289+40.8% |
| Participation rate | 88.7% | 85.0%+3.7pp | 77.0%+11.7pp | 72.4%+16.3pp |
| Annual return | -3.89% | -1.29%-2.6pp | 2.43%-6.3pp | -0.04%-3.8pp |
| Employer contribution / active EE | $2,360 | $2,794-15.6% | $2,485-5.0% | $2,405-1.9% |
| Participant deferral / active EE | $4,422 | $4,800-7.9% | $3,852+14.8% | $3,739+18.3% |
| Admin fee / account holder | $113 | $79+42.6% | $6,676-98.3% | $102+10.1% |