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| Provider | Service type | Compensation |
|---|---|---|
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 | $664,764 |
RAYMOND JAMES FINANCIAL SERVICES9+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 28 · EIN 59-1237041 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Investment Management | $182,229 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $116,914-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 0.0%0pp |
| Annual return | 13.37% | 5.54%+7.8pp | 8.92%+4.4pp | 8.76%+4.6pp |
| Employer contribution / active EE | $7,855 | $6,639+18.3% | $24,457-67.9% | $16,664-52.9% |
| Participant deferral / active EE | $0 | $467-100.0% | $14-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $692-100.0% | - |