Filed December 31, 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 27 · EIN 13-2745099 | Advisory (Plan) | $55,748 |
PEOPLES UNITED BANK1 year Filed as: MTB OF MICHIGAN, LLC Service code 27 · EIN 46-1428191 | Advisory (Plan) | $32,797 |
RELIANCE TRUST COMPANY1 year Service code 19 1100 ABERNATHY ROAD NE · ATLANTA, GA 30328 | Securities Custodian | $8,461 |
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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.
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 | $409,661-100.0% | $477,209-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 1.7%-1.7pp |
| Annual return | 15.82% | 10.60%+5.2pp | -2.84%+18.7pp | 627.08%-611.3pp |
| Employer contribution / active EE | $4,513 | $19,729-77.1% | $33,329-86.5% | $18,824-76.0% |
| Participant deferral / active EE | $0 | $349-100.0% | $51-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $2,475-100.0% | $1,923-100.0% |