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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 28 · EIN 13-5674085 | Investment Management | $159,642 |
USI CONSULTING GROUP1+ years Service code 11 · EIN 13-4032401 | Actuarial | $58,800 |
Filed as: BENEFIT CONSULTING GROUP Service code 29 · EIN 23-2383285 | Legal | $57,965 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERCIA Service code 25 · EIN 94-1687665 | Directed Trustee | $50,235 |
PROPHET CAPITAL MANAGEMENT1+ years Service code 27 | Advisory (Plan) | $37,566 |
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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 | $261,298-100.0% | $169,917-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 27.3%-27.3pp | 10.3%-10.3pp | 45.6%-45.6pp |
| Annual return | 6.00% | 6.80%-0.8pp | 7.98%-2.0pp | 4.16%+1.8pp |
| Employer contribution / active EE | $315,333 | $40,252+683.4% | $23,724+1229.2% | $42,918+634.7% |
| Participant deferral / active EE | $0 | $25-100.0% | $53-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $972-100.0% | $636-100.0% | $21,465-100.0% |