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 & SMITH Service code 15 · EIN 13-5674085 | Recordkeeping | $90,521 |
Filed as: WILLIE FARR & GALLAGHER Service code 29 · EIN 13-5536844 | Legal | $12,231 |
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 | $144,421 | $106,264+35.9% | $147,117-1.8% | $77,762+85.7% |
| Participation rate | 80.9% | 78.4%+2.5pp | 82.2%-1.3pp | 70.6%+10.3pp |
| Annual return | 9.25% | 56.94%-47.7pp | 420.54%-411.3pp | 31.27%-22.0pp |
| Employer contribution / active EE | $0 | $4,074-100.0% | $4,932-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $0 | $8,003-100.0% | $8,065-100.0% | $4,651-100.0% |
| Admin fee / account holder | $55 | $334-83.5% | $12,993-99.6% | $433-87.3% |