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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 19 · EIN 13-5674085 | Securities Custodian | $101,621 |
Service code 15 · EIN 16-0834222 8803 NIAGARA FALLS BLVD. · NIAGARA FALLS, NY 14304 | Recordkeeping | $26,211 |
Service code 10 · EIN 16-1468002 45 BRYANT WOODS N · AMHERST, NY 14228 | Accounting | $12,158 |
MARCO CONSULTING GROUP1 year Service code 17 | Pension Consulting | $8,642 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $74,089-100.0% | $133,975-100.0% | $55,167-100.0% |
| Participation rate | 0.0% | 84.3%-84.3pp | 87.1%-87.1pp | 69.0%-69.0pp |
| Annual return | 6.09% | 12.11%-6.0pp | 29.29%-23.2pp | 169.23%-163.1pp |
| Employer contribution / active EE | $1,468 | $3,064-52.1% | $5,211-71.8% | $1,963-25.2% |
| Participant deferral / active EE | $2,208 | $4,678-52.8% | $6,282-64.9% | $3,054-27.7% |
| Admin fee / account holder | $0 | $458-100.0% | $9,324-100.0% | $504-100.0% |