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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BANK OF AMERICA MERRILL LYNCH Service code 18 · EIN 94-1687665 | Investment management fees paid direc... | $210,336 |
LITTLER MENDELSON, P.C.1 year Filed as: LITTLER MENDELSON P.C. Service code 29 · EIN 94-2602731 | Legal | $67,131 |
MILLIMAN, INC.1 year Filed as: MILLIMAN INC Service code 11 · EIN 91-0675641 | Actuarial | $53,859 |
KIECKHAFER SCHIFFER LLP3 years Service code 10 · EIN 81-5052000 | Accounting | $17,750 |
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Annual investment return is in the bottom quintile of the peer cohort.
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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $282,865-100.0% | $398,892-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 54.1%-54.1pp | 12.4%-12.4pp |
| Annual return | -8.60% | 9.27%-17.9pp | 8.54%-17.1pp | 9.89%-18.5pp |
| Employer contribution / active EE | $0 | $11,372-100.0% | $37,153-100.0% | $14,313-100.0% |
| Participant deferral / active EE | $0 | $0 | $18-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $77,551-100.0% | $9,084-100.0% |