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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BANK OF AMERICA Service code 21 · EIN 56-0906609 | Bank Trustee | $2,086 |
Service code 21 · EIN 13-5160382 | Bank Trustee | $51 |
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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 | $35,636-100.0% | $295,226-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 14.7%-14.7pp | 1.8%-1.8pp |
| Annual return | -12.92% | 7.18%-20.1pp | 4.64%-17.6pp | 7.18%-20.1pp |
| Employer contribution / active EE | $8,480 | $13,095-35.2% | $35,349-76.0% | $13,095-35.2% |
| Participant deferral / active EE | $0 | $385-100.0% | $461-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $343,074-100.0% | $362-100.0% |