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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 | $107,070 |
COLUMBIA3 years Filed as: COLUMBIA MAMANGEMENT Service code 71 INVESTMENT SERVICES CORP · BOSTON, MA 022668081 | Brokerage Fees | $45,610 |
PIMCO FUNDS3 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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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $305,030-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 1.7%-1.7pp |
| Annual return | 7.45% | 6915.14%-6907.7pp | 380.71%-373.3pp | 627.08%-619.6pp |
| Employer contribution / active EE | $12,518 | $39,618-68.4% | $45,089-72.2% | $18,824-33.5% |
| Participant deferral / active EE | $0 | $161-100.0% | $272-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $12,800-100.0% | $1,923-100.0% |