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| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $57,284 |
MERRIL LYNCH3+ years Filed as: MERILL LYNCH PIERCE FENNER & SMITH Service code 28 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Investment Management | $40,189 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 101 S TRYON ST · CHARLOTTE, NC 28280 | Bank Trustee | $13,797 |
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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 | $7,968-100.0% | $144,462-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 1.3%-1.3pp | 11.7%-11.7pp | 11.3%-11.3pp |
| Annual return | 8.92% | 11.14%-2.2pp | 16.78%-7.9pp | 10.41%-1.5pp |
| Employer contribution / active EE | $6,411 | $14,043-54.3% | $26,328-75.6% | $14,691-56.4% |
| Participant deferral / active EE | $0 | $91-100.0% | $97-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $110-100.0% | $20,893-100.0% | $2,646-100.0% |