Filed January 27, 2022 (most recent of 7 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND Service code 18 · EIN 13-5674085 | Custodial (other than securities); In... | $296,146 |
MEKETA INVESTMENT GROUP1 year Filed as: MEKETA FIDUCIARY MANAGEMENT, LLC Service code 28 100 LOWDER BROOK DR, SUITE 1100 · WESTWOOD, MA 020901150 | Investment Management | $73,455 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $58,653 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | -2.66% | -1.12%-1.5pp | -2.18%-0.5pp | 0.19%-2.9pp |
| Employer contribution / active EE | $18,810 | $12,052+56.1% | $38,751-51.5% | $13,763+36.7% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |