Filed July 19, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BANK OF AMERICA Service code 25 · EIN 94-1687665 | Directed Trustee | $576,596 |
MERCER2+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $184,584 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN INCORPORATED Service code 11 · EIN 91-0675641 | Actuarial | $30,700 |
PRICEWATERHOUSECOOPERS LLP2+ years Service code 10 · EIN 13-4008324 | Accounting | $24,362 |
Service code 28 · EIN 13-5674084 | Investment Management | $429 |
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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.
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 | $381,942,733-100.0% | $151,941-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 0.0%0pp |
| Annual return | 4.30% | 6.04%-1.7pp | 5.44%-1.1pp | 9.19%-4.9pp |
| Employer contribution / active EE | $1,591 | $12,925-87.7% | $25,481-93.8% | $12,608-87.4% |
| Participant deferral / active EE | $0 | $746-100.0% | $65-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $11,765-100.0% | $2,655,710-100.0% |