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| Provider | Service type | Compensation |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 28 · EIN 13-5674085 4 WORLD FINANCIAL CENTER 250 VESEY · NEW YORK, NY 10281 | Investment Management | $719,367 |
RAYMOND JAMES FINANCIAL SERVICES10+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 28 · EIN 59-1237041 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Investment Management | $350,110 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $280,286-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 8.3%-8.3pp | 0.0%0pp |
| Annual return | 8.30% | 10.77%-2.5pp | 9.71%-1.4pp | 10.77%-2.5pp |
| Employer contribution / active EE | $0 | $15,292-100.0% | $21,536-100.0% | $15,292-100.0% |
| Participant deferral / active EE | $0 | $1,813-100.0% | $42-100.0% | $1,813-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |