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 | $1,865,784 |
Filed as: ROCATON INV ADV Service code 27 · EIN 04-3638035 | Advisory (Plan) | $418,025 |
GRANT THORNTON LLP9+ years Service code 10 · EIN 36-6055558 | Accounting | $99,320 |
Filed as: WILLKIE FARR & GALLAGHER Service code 29 · EIN 13-5536844 | Legal | $87,414 |
HERRONPALMER1 year Filed as: HERRON PALMER Service code 17 · EIN 46-5438594 | Pension Consulting | $76,717 |
WILLIS TOWERS WATSON US LLC8 years Filed as: WILLIS TOWERS WATSON Service code 15 · EIN 53-0181291 | Recordkeeping | $20,278 |
UNITED FORMS FINISHING8 years Service code 36 · EIN 22-2378813 | Copying and duplicating; Participant ... | $7,354 |
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 | $163,989 | $106,994+53.3% | $135,998+20.6% | $96,393+70.1% |
| Participation rate | 97.7% | 72.5%+25.1pp | 81.9%+15.8pp | 71.3%+26.4pp |
| Annual return | 20.03% | 26.64%-6.6pp | 68.37%-48.3pp | 22.88%-2.8pp |
| Employer contribution / active EE | $10,234 | $3,391+201.8% | $4,860+110.6% | $3,239+216.0% |
| Participant deferral / active EE | $12,583 | $7,968+57.9% | $7,761+62.1% | $5,455+130.7% |
| Admin fee / account holder | $45 | $79-42.9% | $10,769-99.6% | $74-38.9% |