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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 28 · EIN 13-5674085 | Investment Management | $95,138 |
USI CONSULTING GROUP5+ years Service code 11 · EIN 13-4032401 | Actuarial | $67,415 |
Filed as: BENEFIT CONSULTING GROUP Service code 29 · EIN 23-2383285 | Legal | $56,000 |
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF AMERICA Service code 25 · EIN 94-1687665 | Directed Trustee | $44,151 |
Service code 72 5000 PLAZA ON THE LAKE, SUITE 180 · AUSTIN, TX 78746 | Other investment fees and expenses | $0 |
Service code 72 · EIN 84-3545433 | Other investment fees and expenses | $0 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $120,737-100.0% | $91,826-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 4.7%-4.7pp | 43.0%-43.0pp |
| Annual return | -1.38% | 4.61%-6.0pp | 793.01%-794.4pp | 259.17%-260.5pp |
| Employer contribution / active EE | $785,714 | $40,806+1825.5% | $27,004+2809.6% | $41,471+1794.6% |
| Participant deferral / active EE | $0 | $155-100.0% | $154-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $9,698-100.0% | $4,239-100.0% | $21,502-100.0% |