Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 28 · EIN 13-5674085 | Investment Management | $84,466 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $11,203 |
Filed as: BRIGHTHOUSE LIFE INSURANCE COMPANY Service code 13 · EIN 06-0566090 | Contract Administrator | $9,021 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $37,197-100.0% | $171,071-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.4%-37.4pp | 4.7%-4.7pp |
| Annual return | 7.17% | -1.76%+8.9pp | -3.19%+10.4pp | -0.69%+7.9pp |
| Employer contribution / active EE | $11,692 | $13,257-11.8% | $48,658-76.0% | $16,786-30.3% |
| Participant deferral / active EE | $0 | $0 | $273-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $5,129-100.0% | $124-100.0% |