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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BANK OF AMERICA MERRILL LYNCH Service code 28 1400 MERRILL LYNCH DRIVE · PENNINGTON, NJ 08534 | Investment Management | $161,683 |
COLUMBIA2 years Filed as: COLUMBIA MANAGEMENT Service code 71 INVESTMENT SERVICES CORP · BOSTON, MA 022668081 | Brokerage Fees | $45,771 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $44,091-100.0% | $308,850-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.5%-48.5pp | 4.5%-4.5pp |
| Annual return | 6.64% | 10.58%-3.9pp | 14.41%-7.8pp | 13.95%-7.3pp |
| Employer contribution / active EE | $19,717 | $37,352-47.2% | $45,283-56.5% | $16,598+18.8% |
| Participant deferral / active EE | $0 | $115-100.0% | $125-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $9,941-100.0% | $612-100.0% |