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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ICARD MERRILL Service code 29 2033 MAIN STREET, SUITE 600 · SARASOTA, FL 34237 | Legal | $100,000 |
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $29,979 |
CANNON WRIGHT BLOUNT1 year Service code 10 756 RIDGE LAKE BLVD. · MEMPHIS, TN 38120 | Accounting | $20,500 |
CONRAD SIEGEL1 year Service code 11 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Actuarial | $16,589 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $9,820 |
BLACKROCK3+ years Filed as: BLACKROCK ADVISORS, LLC Service code 28 100 BELLEVUE PARKWAY · WILMINGTON, DE 19809 | Investment Management | $0 |
LOOMIS SAYLES3+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $0 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $222,828-100.0% | $180,484-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 32.1%-32.1pp | 10.1%-10.1pp | 45.9%-45.9pp |
| Annual return | 5.59% | 3.14%+2.4pp | 10.53%-4.9pp | 10.21%-4.6pp |
| Employer contribution / active EE | $0 | $46,562-100.0% | $29,360-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $0 | $54-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $1,524-100.0% | $1,273-100.0% | $13,518-100.0% |