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.
| 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 | $90,672+48.7% | $125,401+7.5% | $89,433+50.8% |
| Participation rate | 92.2% | 72.3%+19.9pp | 82.4%+9.8pp | 71.3%+20.9pp |
| Annual return | -14.51% | -6.42%-8.1pp | 572.53%-587.0pp | -11.88%-2.6pp |
| Employer contribution / active EE | $8,960 | $3,032+195.5% | $4,816+86.0% | $3,021+196.6% |
| Participant deferral / active EE | $10,773 | $7,210+49.4% | $7,448+44.6% | $5,125+110.2% |
| Admin fee / account holder | $47 | $69-32.6% | $10,008-99.5% | $79-41.3% |