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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 | $113,813 |
COLUMBIA2 years Filed as: COLUMBIA MAMANGEMENT Service code 71 INVESTMENT SERVICES CORP · BOSTON, MA 022668081 | Brokerage Fees | $46,323 |
PIMCO FUNDS2 years Filed as: PIMCO TOTAL RETURN INSTL Service code 52 840 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Indirect Investment Fees | $0 |
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Participant contribution per participant 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 | $46,244-100.0% | $346,182-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.1%-52.1pp | 2.8%-2.8pp |
| Annual return | 11.80% | 13.54%-1.7pp | 13.48%-1.7pp | 16.32%-4.5pp |
| Employer contribution / active EE | $15,582 | $37,659-58.6% | $47,067-66.9% | $17,007-8.4% |
| Participant deferral / active EE | $0 | $159-100.0% | $200-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $14,572-100.0% | $127-100.0% |