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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 51 · EIN 13-5674085 | Investment Mgmt Fees | $49,592 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $19,776 |
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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 | $1,889,152-100.0% | $477,209-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 10.2%-10.2pp | 13.5%-13.5pp |
| Annual return | 16.83% | 9.93%+6.9pp | -2.84%+19.7pp | 9.29%+7.5pp |
| Employer contribution / active EE | $5,435 | $11,565-53.0% | $33,329-83.7% | $15,168-64.2% |
| Participant deferral / active EE | $0 | $67-100.0% | $51-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $94-100.0% | $2,475-100.0% | $2,037-100.0% |