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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 28 · EIN 13-5674085 | Investment Management | $80,833 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $15,111 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,556,684-100.0% | $398,892-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 54.1%-54.1pp | 2.4%-2.4pp |
| Annual return | 18.37% | 10.29%+8.1pp | 8.56%+9.8pp | 22.81%-4.4pp |
| Employer contribution / active EE | $6,784 | $15,716-56.8% | $37,135-81.7% | $18,290-62.9% |
| Participant deferral / active EE | $0 | $0 | $18-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $77,551-100.0% | $85,222-100.0% |