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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 | $453,408 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 28 · EIN 59-1237041 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Investment Management | $138,024 |
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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 | $29,558-100.0% | $98,614-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.3%-1.3pp | 8.8%-8.8pp | 1.8%-1.8pp |
| Annual return | 7.13% | -1.21%+8.3pp | -0.41%+7.5pp | 0.19%+6.9pp |
| Employer contribution / active EE | $5,419 | $10,104-46.4% | $15,396-64.8% | $13,763-60.6% |
| Participant deferral / active EE | $0 | $121-100.0% | $26-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $803-100.0% | $2,970-100.0% | $426-100.0% |