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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BANK OF AMERICA Service code 28 · EIN 94-1687665 | Investment Management | $67,728 |
Filed as: BANK OF AMERICA MERRILL LYNCH Service code 52 | Indirect Investment Fees | $44,444 |
Filed as: FULLER & THALER SMALL CAP VALUE Service code 28 BANK OF AMERICA MERRILL LYNCH · NEW HAVEN, CT 06510 | Investment Management | $1,154 |
Filed as: BANK OF AMERICAN MERRILL LYNCH Service code 52 | Indirect Investment Fees | $258 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $146,140 | $76,551+90.9% | $123,894+18.0% | $62,881+132.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 4.81% | 18.68%-13.9pp | 47.52%-42.7pp | 20.14%-15.3pp |
| Employer contribution / active EE | $9,946 | $2,882+245.1% | $4,617+115.4% | $2,281+336.1% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $560 | $4,826-88.4% | $8,357-93.3% | $4,296-87.0% |