Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BANK OF AMERICA MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $568,429 |
MERCER8+ years Service code 11 · EIN 13-2834414 | Actuarial | $253,054 |
FORESTER DIVERSIFIED7 years Service code 28 TWO SOUND VIEW DRIVE · GREENWICH, CT 06830 | Investment Management | $150,397 |
MERCED PARTNERS4 years Service code 28 · EIN 41-1661636 | Investment Management | $71,574 |
GERBER LLC1 year Filed as: GERBER TAYLOR Service code 27 · EIN 62-1420786 | Advisory (Plan) | $60,500 |
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $46,025 |
Filed as: PRINCIPAL Service code 21 · EIN 42-1520346 | Bank Trustee | $34,208 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $53,690-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.6%-8.6pp | 0.0%0pp |
| Annual return | -13.31% | -11.26%-2.1pp | -4.80%-8.5pp | 2.78%-16.1pp |
| Employer contribution / active EE | $45,639 | $17,131+166.4% | $30,897+47.7% | $15,276+198.8% |
| Participant deferral / active EE | $0 | $17-100.0% | $64-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $40,849-100.0% | $1,015-100.0% |