Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH RETIREMENT SERVICES Service code 11 P.O. BOX 1501 · PENNINGTON, NJ 085349809 | Actuarial | $367,740 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 | Securities Custodian | $144,503 |
DELOITTE & TOUCHE LLP1+ years Service code 10 · EIN 13-3891517 | Accounting | $36,200 |
MCCARTER & ENGLISH1+ years Service code 29 100 MULBERRY STREET · NEWARK, NJ 07102 | Legal | $21,900 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $49,677-100.0% | $151,941-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 3.6%-3.6pp |
| Annual return | 9.61% | 16.85%-7.2pp | 5.44%+4.2pp | 11.88%-2.3pp |
| Employer contribution / active EE | $17,241 | $10,313+67.2% | $25,481-32.3% | $14,612+18.0% |
| Participant deferral / active EE | $0 | $445-100.0% | $65-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $11,765-100.0% | $637-100.0% |