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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 28 · EIN 13-5674085 | Investment Management | $142,502 |
USI CONSULTING GROUP2+ years Service code 11 · EIN 13-4032401 | Actuarial | $83,872 |
Filed as: BENEFIT CONSULTING GROUP Service code 29 · EIN 23-2383285 | Legal | $52,000 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERCIA Service code 25 · EIN 94-1687665 | Directed Trustee | $48,495 |
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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 | $222,828-100.0% | $180,484-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 32.1%-32.1pp | 10.1%-10.1pp | 45.9%-45.9pp |
| Annual return | 5.82% | 3.14%+2.7pp | 10.53%-4.7pp | 10.21%-4.4pp |
| Employer contribution / active EE | $183,333 | $46,562+293.7% | $29,360+524.4% | $42,272+333.7% |
| Participant deferral / active EE | $0 | $0 | $54-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $1,524-100.0% | $1,273-100.0% | $13,518-100.0% |