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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 27 · EIN 13-5674085 | Advisory (Plan) | $138,917 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $61,370 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON Service code 10 · EIN 26-6055556 | Accounting | $15,075 |
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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 | $685,614-100.0% | $476,019-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 5.3%-5.3pp | 14.6%-14.6pp |
| Annual return | -5.83% | 3.99%-9.8pp | 4.36%-10.2pp | 10.56%-16.4pp |
| Employer contribution / active EE | $30,800 | $11,621+165.0% | $27,383+12.5% | $13,643+125.8% |
| Participant deferral / active EE | $0 | $27-100.0% | $75-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $15,843-100.0% | $14,020-100.0% | $3,354-100.0% |