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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 ... | $288,153 |
KIECKHAFER SCHIFFER LLP2 years Service code 10 · EIN 81-5052000 | Accounting | $17,200 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 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 | $107,383-100.0% | $565,817-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 9.1%-9.1pp | 29.9%-29.9pp | 9.9%-9.9pp |
| Annual return | -2.25% | -11.36%+9.1pp | -8.80%+6.5pp | -5.25%+3.0pp |
| Employer contribution / active EE | $0 | $11,614-100.0% | $43,463-100.0% | $15,161-100.0% |
| Participant deferral / active EE | $0 | $7-100.0% | $12-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $0 | $866-100.0% | $3,859-100.0% |