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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BANK OF AMERICA MERRILL LYNCH Service code 18 · EIN 94-1687665 150 N. COLLEGE STREET · CHARLOTTE, NC 28255 | Custodial (securities); Custodial (ot... | $5,290 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $37,197-100.0% | $98,614-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 4.7%-4.7pp |
| Annual return | -0.88% | -1.87%+1.0pp | -0.41%-0.5pp | -0.69%-0.2pp |
| Employer contribution / active EE | $1,170 | $8,333-86.0% | $15,396-92.4% | $16,786-93.0% |
| Participant deferral / active EE | $0 | $11-100.0% | $26-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $2,970-100.0% | $124-100.0% |