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 | $1,753,561 |
Filed as: ROCATON INV ADV Service code 27 · EIN 04-3638035 | Advisory (Plan) | $257,697 |
Filed as: WILLKIE FARR & GALLAGHER Service code 29 · EIN 13-5536844 | Legal | $95,021 |
GRANT THORNTON LLP10+ years Service code 10 · EIN 36-6055558 | Accounting | $91,520 |
WILLIS TOWERS WATSON US LLC9 years Filed as: WILLIS TOWERS WATSON Service code 15 · EIN 53-0181291 | Recordkeeping | $49,852 |
THE VANGUARD GROUP, INC.1 year Service code 56 · EIN 23-1945930 | Non-monetary compensation | $0 |
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 | $191,693 | $128,169+49.6% | $147,117+30.3% | $106,553+79.9% |
| Participation rate | 98.4% | 67.3%+31.1pp | 82.2%+16.2pp | 69.8%+28.6pp |
| Annual return | 16.25% | 17.88%-1.6pp | 420.54%-404.3pp | 17.37%-1.1pp |
| Employer contribution / active EE | $10,795 | $3,374+219.9% | $4,932+118.8% | $3,359+221.4% |
| Participant deferral / active EE | $12,950 | $7,665+69.0% | $8,065+60.6% | $5,562+132.8% |
| Admin fee / account holder | $40 | $88-54.3% | $12,993-99.7% | $80-49.5% |