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: BANK OF AMERICA MERRILL LYNCH Service code 15 · EIN 94-1687665 | Recordkeeping | $166,944 |
Filed as: WILLKIE FARR & GALLAGHER LLP Service code 29 · EIN 13-5536844 | Legal | $22,666 |
ROCATON INVESTMENT ADVISORS, LLC1+ years Service code 27 · EIN 04-3638035 | Advisory (Plan) | $15,982 |
KPMG LLP1+ years Service code 10 · EIN 13-5565207 | Accounting | $9,169 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,537 | $85,635+67.6% | $123,894+15.9% | $63,975+124.4% |
| Participation rate | 73.8% | 74.9%-1.1pp | 81.4%-7.6pp | 71.1%+2.7pp |
| Annual return | -2.15% | 15.74%-17.9pp | 47.52%-49.7pp | 48.65%-50.8pp |
| Employer contribution / active EE | $0 | $3,076-100.0% | $4,617-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $0 | $5,667-100.0% | $5,984-100.0% | $3,356-100.0% |
| Admin fee / account holder | $70 | $75-6.1% | $8,357-99.2% | $70-0.1% |