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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BANK OF AMERICA MERRILL LYNCH Service code 21 1400 MERRILL LYNCH DRIVE · PENNINGTON, NJ 08534 | Bank Trustee | $263,515 |
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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 | $35,636-100.0% | $322,681-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 1.8%-1.8pp |
| Annual return | 7.79% | 3.81%+4.0pp | 4.07%+3.7pp | 7.18%+0.6pp |
| Employer contribution / active EE | $8,902 | $14,300-37.7% | $36,235-75.4% | $13,095-32.0% |
| Participant deferral / active EE | $0 | $38-100.0% | $215-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $7,128-100.0% | $362-100.0% |