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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 | $97,682 |
COLUMBIA8 years Filed as: COLUMBIA MANAGEMENT Service code 71 INVESTMENT SERVICES CORP · BOSTON, MA 022668081 | Brokerage Fees | $46,674 |
PIMCO FUNDS8 years Filed as: PIMCO HIGH YIELD INSTL Service code 52 840 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Indirect Investment Fees | $0 |
PIMCO FUNDS6 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 | $185,041-100.0% | $306,246-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 62.9%-62.9pp | 2.4%-2.4pp |
| Annual return | 7.63% | 10.25%-2.6pp | 35.16%-27.5pp | 22.81%-15.2pp |
| Employer contribution / active EE | $28,188 | $45,684-38.3% | $46,401-39.3% | $18,290+54.1% |
| Participant deferral / active EE | $0 | $180-100.0% | $72-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $28,548-100.0% | $4,448-100.0% | $85,222-100.0% |