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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BANK OF AMERICA/MERRILL LYNCH Service code 28 · EIN 13-3180817 100 WEST 33RD STREET · NEW YORK, NY 100012900 | Investment Management | $113,866 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA/MLTC Service code 21 · EIN 94-1687665 1300 MERRILL LYNCH DRIVE - MSC 0303 · PENNINGTON, NJ 085344124 | Bank Trustee | $16,998 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $32,279-100.0% | $180,484-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 8.3%-8.3pp | 10.1%-10.1pp | 11.3%-11.3pp |
| Annual return | 13.22% | 10.98%+2.2pp | 10.53%+2.7pp | 10.41%+2.8pp |
| Employer contribution / active EE | $11,018 | $15,231-27.7% | $29,360-62.5% | $14,691-25.0% |
| Participant deferral / active EE | $0 | $30-100.0% | $54-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $397-100.0% | $1,273-100.0% | $2,646-100.0% |