Filed October 18, 2004
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 | $139,350 |
GGF, LLP10+ years Service code 10 16133 VENTURA BLVD · ENCINO, CA 91436 | Accounting | $42,440 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST Service code 70 · EIN 26-0058143 | Consulting Fees | $35,485 |
K&L GATES1 year Filed as: K & L GATES, LLP Service code 70 · EIN 25-0921018 | Consulting Fees | $1,824 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,947 | $81,301+69.7% | $76,030+81.4% | $200,096-31.1% |
| Participation rate | 97.1% | 70.1%+27.1pp | 69.1%+28.1pp | 72.0%+25.1pp |
| Annual return | 14.56% | 16.31%-1.8pp | 361.54%-347.0pp | 34.26%-19.7pp |
| Employer contribution / active EE | $4,907 | $3,352+46.4% | $2,688+82.6% | $3,038+61.5% |
| Participant deferral / active EE | $7,449 | $4,721+57.8% | $4,257+75.0% | $5,090+46.3% |
| Admin fee / account holder | $91 | $145-37.0% | $6,421-98.6% | $269-66.1% |