Filed December 8, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BANK OF AMERICA MERRILL LYNCH Service code 15 · EIN 13-5674085 | Recordkeeping | $71,780 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443 | Accounting | $27,030 |
ASCENSUS LLC5 years Filed as: FUTUREPLAN BY ASCENSUS Service code 11 · EIN 01-0724493 95 CONNECTICUT DRIVE · BURLINGTON, NJ 08016 | Actuarial | $23,300 |
BRENTWOOD ASSET ADVISORS1 year Filed as: BRENTWOOD ASSET ADV Service code 27 · EIN 59-3718394 | Advisory (Plan) | $20,000 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $458,700-100.0% | $458,700-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 46.5%-46.5pp | 39.9%-39.9pp | 43.7%-43.7pp |
| Annual return | 0.03% | 8.44%-8.4pp | 8.61%-8.6pp | 13.05%-13.0pp |
| Employer contribution / active EE | $0 | $36,715-100.0% | $33,046-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $9-100.0% | $8-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $33,172-100.0% | $33,172-100.0% | $31,365-100.0% |