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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $184,950 |
MERCER6+ years Service code 11 · EIN 13-2834414 | Actuarial | $50,479 |
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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 | $8,161,284-100.0% | $2,066,441-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.0%-7.0pp | 0.6%-0.6pp |
| Annual return | 11.62% | 11.11%+0.5pp | 10.57%+1.0pp | 11.45%+0.2pp |
| Employer contribution / active EE | $2,654 | $4,670-43.2% | $18,335-85.5% | $17,219-84.6% |
| Participant deferral / active EE | $0 | $103-100.0% | $5-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $34,116-100.0% | $8,713-100.0% | $15,480-100.0% |