Filed May 11, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES ET9 · BUFFALO, NY 142016000 | Recordkeeping | $1,647 |
Filed as: RAYMOND JAMES Service code 26 · EIN 59-2937883 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Participants) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,560 | $59,220-88.9% | $96,570-93.2% | $79,391-91.7% |
| Participation rate | 73.7% | 61.9%+11.8pp | 69.8%+3.9pp | 70.7%+3.0pp |
| Annual return | 10.55% | 27.08%-16.5pp | 37.79%-27.2pp | 116.88%-106.3pp |
| Employer contribution / active EE | $454 | $1,216-62.6% | $2,357-80.7% | $2,428-81.3% |
| Participant deferral / active EE | $1,227 | $2,948-58.4% | $3,849-68.1% | $4,046-69.7% |
| Admin fee / account holder | $80 | $659-87.8% | $6,182-98.7% | $627-87.2% |