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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 28 · EIN 13-5674085 | Investment Management | $130,772 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 11 · EIN 94-1687665 | Actuarial | $46,079 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $31,920-100.0% | $96,302-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 8.8%-8.8pp | 15.7%-15.7pp |
| Annual return | -1.89% | -2.03%+0.1pp | -2.90%+1.0pp | -7.14%+5.2pp |
| Employer contribution / active EE | $21,633 | $10,249+111.1% | $27,990-22.7% | $14,613+48.0% |
| Participant deferral / active EE | $0 | $47-100.0% | $137-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $160-100.0% | $519-100.0% | $1,191-100.0% |