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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER & SM Service code 17 · EIN 13-5674085 | Pension Consulting | $152,492 |
THE BANK OF NEW YORK MELLON5 years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $16,460 |
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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 | $9,556,684-100.0% | $250,986-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.6%-50.6pp | 2.4%-2.4pp |
| Annual return | 11.33% | 9.92%+1.4pp | 32.33%-21.0pp | 22.81%-11.5pp |
| Employer contribution / active EE | $0 | $16,139-100.0% | $33,956-100.0% | $18,290-100.0% |
| Participant deferral / active EE | $0 | $0 | $43-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $10,141-100.0% | $85,222-100.0% |