Filed January 14, 2009
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 Service code 15 · EIN 13-5674085 | Recordkeeping | $1,753,168 |
Filed as: ROCATON INV ADV Service code 27 · EIN 04-3638035 | Advisory (Plan) | $319,410 |
Filed as: WILLKIE FARR & GALLAGHER Service code 29 · EIN 13-5536844 | Legal | $148,287 |
GRANT THORNTON LLP8+ years Service code 10 · EIN 36-6055558 | Accounting | $91,520 |
UNITED FORMS FINISHING7 years Service code 36 · EIN 22-2378813 | Direct payment from the plan; Partici... | $83,337 |
WILLIS TOWERS WATSON US LLC7 years Filed as: WILLIS TOWERS WATSON Service code 15 · EIN 53-0181291 | Recordkeeping | $27,711 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,833 | $90,195+49.5% | $125,363+7.6% | $89,394+50.8% |
| Participation rate | 92.2% | 72.4%+19.8pp | 82.4%+9.8pp | 71.3%+20.9pp |
| Annual return | -14.51% | -6.51%-8.0pp | 572.15%-586.7pp | -11.89%-2.6pp |
| Employer contribution / active EE | $8,960 | $3,043+194.4% | $4,815+86.1% | $3,022+196.5% |
| Participant deferral / active EE | $10,773 | $7,170+50.3% | $7,447+44.7% | $5,123+110.3% |
| Admin fee / account holder | $47 | $69-32.8% | $10,005-99.5% | $79-41.4% |