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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $37,191 |
PORTFOLIO EVALUATIONS, INC.1+ years Service code 70 15 INDEPENDENCE BLVD · WARREN, NJ 07059 | Consulting Fees | $27,000 |
GGF, LLP1+ years Service code 10 15456 VENTURA BLVD · SHERMAN OAKS, CA 91403 | Accounting | $20,965 |
K&L GATES1+ years Filed as: K & L GATES Service code 70 509 LEXINGTON AVE · NEW YORK, NY 100226030 | Consulting Fees | $10,470 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,231 | $54,281+84.7% | $60,547+65.5% | $59,188+69.3% |
| Participation rate | 78.2% | 66.8%+11.4pp | 68.0%+10.3pp | 69.4%+8.8pp |
| Annual return | 22.22% | 1.74%+20.5pp | 335.64%-313.4pp | 5.51%+16.7pp |
| Employer contribution / active EE | $3,366 | $2,031+65.7% | $2,419+39.1% | $2,098+60.5% |
| Participant deferral / active EE | $4,177 | $2,789+49.8% | $3,328+25.5% | $3,265+28.0% |
| Admin fee / account holder | $54 | $64-16.5% | $4,536-98.8% | $92-41.6% |