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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 28 · EIN 13-5674085 | Investment Management | $283,686 |
MILLIMAN, INC.2 years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $69,698 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $33,938 |
Filed as: BRIGHTHOUSE LIFE INSURANCE COMPANY Service code 13 · EIN 06-0566090 | Contract Administrator | $5,097 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | - | $36,224-100.0% |
| Participation rate | 0.0% | 2.7%-2.7pp | 0.0%0pp | 2.7%-2.7pp |
| Annual return | 13.42% | 8.35%+5.1pp | 8.95%+4.5pp | 8.35%+5.1pp |
| Employer contribution / active EE | $2,203 | $17,935-87.7% | $31,121-92.9% | $17,935-87.7% |
| Participant deferral / active EE | $0 | $1,279-100.0% | $25-100.0% | $1,279-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | - | $200-100.0% |