Filed July 8, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $422,567 |
WILLIS TOWERS WATSON US LLC5+ years Filed as: WILLIS INVESTMENT COUNSEL, INC. Service code 27 · EIN 58-1396624 | Advisory (Plan) | $352,723 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 33 · EIN 13-5674085 | Securities brokerage; Securities brok... | $7,950 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $341,093,897-100.0% | $428,620-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 12.98% | 34.64%-21.7pp | 20.73%-7.7pp | 21.83%-8.9pp |
| Employer contribution / active EE | $17,094 | $7,654+123.3% | $36,503-53.2% | $12,237+39.7% |
| Participant deferral / active EE | $0 | $693-100.0% | $77-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $7,495-100.0% | $1,551,325-100.0% |