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| Provider | Service type | Compensation |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: BANK OF AMERICA/MERRILL LYNCH Service code 21 · EIN 94-1687665 | Bank Trustee | $61,710 |
SOCCORO PARTNERS1 year Service code 10 · EIN 93-4284995 | Accounting | $24,749 |
BUCK GLOBAL, LLC9 years Filed as: BUCK CONSULTANTS, LLC Service code 11 · EIN 13-3954297 | Actuarial | $11,340 |
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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 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 | 9.48% | 8.44%+1.0pp | 8.61%+0.9pp | 13.05%-3.6pp |
| 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% |