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 | $243,998 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $397,815-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 33.6%-33.6pp | 3.6%-3.6pp |
| Annual return | 5.02% | 11.84%-6.8pp | 9.74%-4.7pp | 11.84%-6.8pp |
| Employer contribution / active EE | $22,727 | $17,339+31.1% | $39,474-42.4% | $17,339+31.1% |
| Participant deferral / active EE | $0 | $683-100.0% | $135-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $10,161-100.0% | $409-100.0% |