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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $134,922 |
Service code 13 · EIN 86-0785790 | Contract Administrator | $129,638 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 94-1503999 | Actuarial | $69,534 |
MILLER KAPLAN ARASE LLP3+ years Service code 10 · EIN 95-2036255 | Accounting | $48,500 |
Filed as: WEINBERG, ROGER, AND ROSENFELD Service code 29 · EIN 94-2458080 | Legal | $21,748 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $11,203 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $115,878-100.0% | $98,614-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 8.8%-8.8pp | 46.4%-46.4pp |
| Annual return | 1.88% | -2.11%+4.0pp | -0.41%+2.3pp | -82.67%+84.5pp |
| Employer contribution / active EE | $0 | $24,662-100.0% | $15,396-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $3,511-100.0% | $2,970-100.0% | $11,204-100.0% |