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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $72,357 |
ALIGNED PARTNERS TRUST COMPANY1+ years Service code 21 · EIN 25-1853932 | Bank Trustee | $21,440 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $211,396-100.0% | $96,302-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 4.3%-4.3pp |
| Annual return | 0.34% | -0.81%+1.2pp | -2.90%+3.2pp | 2.81%-2.5pp |
| Employer contribution / active EE | $1,624 | $22,644-92.8% | $27,990-94.2% | $16,358-90.1% |
| Participant deferral / active EE | $0 | $1,376-100.0% | $137-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $519-100.0% | $1,639-100.0% |