Filed June 26, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 28 BANK OF AMERICA NA · CHARLOTTE, NC 28280 | Investment Management | $115,070 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $312,618-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.8%-31.8pp | 1.7%-1.7pp |
| Annual return | 1.93% | 8.23%-6.3pp | 10.03%-8.1pp | 627.08%-625.2pp |
| Employer contribution / active EE | $0 | $13,919-100.0% | $38,789-100.0% | $18,824-100.0% |
| Participant deferral / active EE | $0 | $596-100.0% | $74-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $4,182-100.0% | $1,923-100.0% |