Filed June 30, 2022 (most recent of 4 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $194,841 |
Filed as: RAYMOND JAMES FINANCIAL CENTER Service code 70 · EIN 59-1237041 | Consulting Fees | $125,000 |
Filed as: TORRILLO AND ASSCOIATES, LLC Service code 10 · EIN 83-0414789 | Accounting | $15,275 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $126,072 | $105,173+19.9% | $87,102+44.7% | $77,775+62.1% |
| Participation rate | 89.9% | 85.8%+4.1pp | 76.9%+13.0pp | 73.2%+16.6pp |
| Annual return | 19.41% | 24.52%-5.1pp | 28.19%-8.8pp | 32.58%-13.2pp |
| Employer contribution / active EE | $2,796 | $2,890-3.3% | $2,521+10.9% | $2,504+11.6% |
| Participant deferral / active EE | $4,859 | $5,048-3.7% | $4,048+20.0% | $3,966+22.5% |
| Admin fee / account holder | $119 | $105+14.3% | $7,493-98.4% | $100+19.4% |