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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 27 · EIN 13-5674085 | Advisory (Plan) | $142,206 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $71,107 |
GRANT THORNTON LLP2 years Filed as: GRANT THORNTON Service code 10 · EIN 26-6055556 | Accounting | $15,000 |
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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 | $70,499-100.0% | $50,635-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 12.6%-12.6pp | 6.0%-6.0pp | 47.3%-47.3pp |
| Annual return | 19.16% | 10.98%+8.2pp | 18.06%+1.1pp | 12.16%+7.0pp |
| Employer contribution / active EE | $68,901 | $48,856+41.0% | $30,411+126.6% | $44,747+54.0% |
| Participant deferral / active EE | $0 | $0-100.0% | $40-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $2,698-100.0% | $1,675-100.0% | $17,640-100.0% |