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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 27 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Advisory (Plan) | $38,902 |
THE SAVITZ ORGANIZATION1+ years Filed as: THE SAVITZ ORGANIZATION, INC. Service code 11 · EIN 23-1700844 1845 WALNUT STREET · PHILADELPHIA, PA 19103 | Actuarial | $32,462 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 101 S TYRON ST · CHARLOTTE, NC 28280 | Bank Trustee | $10,671 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $62,124-100.0% | $219,333-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 40.7%-40.7pp | 42.3%-42.3pp | 15.7%-15.7pp |
| Annual return | -4.68% | -1.80%-2.9pp | -2.01%-2.7pp | -7.14%+2.5pp |
| Employer contribution / active EE | $2,022 | $14,777-86.3% | $34,453-94.1% | $14,613-86.2% |
| Participant deferral / active EE | $0 | $11-100.0% | $34-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,779-100.0% | $5,362-100.0% | $1,191-100.0% |