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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH-PIERCE,FENNER,SMITH Service code 28 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Investment Management | $17,226 |
MUSTARD SEED1 year Service code 28 · EIN 43-2025237 202 S. PINE · MAGNOLIA, AR 71753 | Investment Management | $10,029 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 101 S TRYON ST · CHARLOTTE, NC 28280 | Bank Trustee | $4,239 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $9,156 | $36,916-75.2% | $156,551-94.2% | $57,658-84.1% |
| Participation rate | 85.0% | 63.4%+21.5pp | 84.0%+1.0pp | 70.2%+14.7pp |
| Annual return | 2.48% | 12.38%-9.9pp | 32.23%-29.7pp | 5.13%-2.7pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $62 | $82-24.2% | $13,028-99.5% | $95-33.9% |