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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BANK OF AMERICA MERRILL LYNCH Service code 18 · EIN 94-1687665 | Float revenue; Investment management ... | $501,142 |
MILLIMAN, INC.2 years Filed as: MILLIMAN INC Service code 11 · EIN 91-0675641 | Actuarial | $136,536 |
LITTLER MENDELSON, P.C.2 years Filed as: LITTLER MENDELSON P.C. Service code 29 · EIN 94-2602731 | Legal | $78,388 |
KIECKHAFER SCHIFFER LLP4 years Service code 10 · EIN 81-5052000 | Accounting | $45,100 |
BRENTWOOD ASSET ADVISORS1 year Filed as: THE BRENTWOOD COMPANIES Service code 16 3000 N. OCEAN DR. 6D · WEST PALM BEACH, FL 33404 | Consulting | $35,000 |
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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $458,700-100.0% | $458,700-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 46.5%-46.5pp | 39.9%-39.9pp | 43.7%-43.7pp |
| Annual return | -10.29% | 8.44%-18.7pp | 8.61%-18.9pp | 13.05%-23.3pp |
| Employer contribution / active EE | $0 | $36,715-100.0% | $33,046-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $9-100.0% | $8-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $33,172-100.0% | $33,172-100.0% | $31,365-100.0% |