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 | $109,119 |
GALLAGHER FIDUCIARY ADVISORS, LLC10+ years Filed as: WILLKIE FARR & GALLAGHER LLP Service code 29 · EIN 13-5536844 | Legal | $17,492 |
Filed as: ROCATON INV ADV Service code 16 · EIN 04-3638035 | Consulting | $14,259 |
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 | $201,603 | $85,660+135.4% | $182,262+10.6% | $85,660+135.4% |
| Participation rate | 99.9% | 74.8%+25.1pp | 84.2%+15.7pp | 74.8%+25.1pp |
| Annual return | 9.18% | 19.52%-10.3pp | 140.60%-131.4pp | 19.52%-10.3pp |
| Employer contribution / active EE | $0 | $4,199-100.0% | $5,046-100.0% | $4,199-100.0% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $8,276-100.0% | $3,518-100.0% |
| Admin fee / account holder | $56 | $224-75.2% | $16,712-99.7% | $224-75.2% |