Filed June 8, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $406,415 |
GGF, LLP10+ years Service code 10 16133 VENTURA BLVD · ENCINO, CA 91436 | Accounting | $42,158 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 70 · EIN 26-0058143 | Consulting Fees | $26,548 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,843 | $52,172-23.6% | $56,025-28.9% | $106,553-62.6% |
| Participation rate | 38.6% | 32.5%+6.1pp | 52.5%-13.9pp | 69.8%-31.2pp |
| Annual return | 13.80% | 17.21%-3.4pp | 1712.69%-1698.9pp | 17.37%-3.6pp |
| Employer contribution / active EE | $312 | $613-49.0% | $1,042-70.0% | $3,359-90.7% |
| Participant deferral / active EE | $1,335 | $1,424-6.3% | $1,955-31.7% | $5,562-76.0% |
| Admin fee / account holder | $74 | $90-18.2% | $2,828-97.4% | $80-7.1% |