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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 51 · EIN 13-5674085 | Investment Mgmt Fees | $65,477 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $11,098 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $0 | $337,218-100.0% | $313,292-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 48.5%-48.5pp | 35.7%-35.7pp | 48.7%-48.7pp |
| Annual return | -1.37% | -2.99%+1.6pp | -2.79%+1.4pp | -2.16%+0.8pp |
| Employer contribution / active EE | $0 | $44,634-100.0% | $39,327-100.0% | $42,949-100.0% |
| Participant deferral / active EE | $0 | $385-100.0% | $351-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $7,423-100.0% | $15,115-100.0% | $12,572-100.0% |