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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $83,436+141.6% | $146,866+37.3% | $83,436+141.6% |
| Participation rate | 99.9% | 73.2%+26.8pp | 82.5%+17.4pp | 73.2%+26.8pp |
| Annual return | 9.18% | 19.34%-10.2pp | 102.85%-93.7pp | 19.34%-10.2pp |
| Employer contribution / active EE | $0 | $4,072-100.0% | $4,425-100.0% | $4,072-100.0% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $7,759-100.0% | $3,411-100.0% |
| Admin fee / account holder | $56 | $265-79.1% | $13,620-99.6% | $265-79.1% |