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 | $82,566 |
Filed as: WILLIE FARR & GALLAGHER LLP Service code 29 · EIN 13-5536844 | Legal | $13,583 |
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 | $151,526 | $145,174+4.4% | $182,262-16.9% | $69,255+118.8% |
| Participation rate | 78.3% | 77.3%+1.0pp | 84.2%-5.9pp | 69.0%+9.2pp |
| Annual return | 9.17% | 24.21%-15.0pp | 140.60%-131.4pp | 26.73%-17.6pp |
| Employer contribution / active EE | $0 | $4,864-100.0% | $5,046-100.0% | $2,645-100.0% |
| Participant deferral / active EE | $0 | $7,703-100.0% | $8,276-100.0% | $2,890-100.0% |
| Admin fee / account holder | $60 | $791-92.5% | $16,712-99.6% | $733-91.9% |