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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BANK OF AMERICA Service code 27 P.O. BOX 15284 · WILMINGTON, DE 198505284 | Advisory (Plan) | $7,524 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,458 | $49,471+398.2% | $79,583+209.7% | $66,949+268.1% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.5%+30.5pp | 69.8%+30.2pp |
| Annual return | 13.64% | 84.30%-70.7pp | 0.16%+13.5pp | 1.57%+12.1pp |
| Employer contribution / active EE | $13,553 | $1,266+970.5% | $2,414+461.5% | $2,545+432.5% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $3,986-100.0% | $4,239-100.0% |
| Admin fee / account holder | $26 | $595-95.7% | $6,835-99.6% | $594-95.7% |