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 | $108,732 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 27-0676603 | Actuarial | $57,305 |
GRANT THORNTON LLP1+ years Service code 10 · EIN 36-6055558 | Accounting | $56,535 |
ROCATON INVESTMENT ADVISORS, LLC1+ years Service code 27 · EIN 04-3638035 | Advisory (Plan) | $51,041 |
Filed as: WILLKIE FARR & GALLAGHER LLP Service code 29 · EIN 13-5536844 | Legal | $20,334 |
DARWILL1+ years Service code 36 · EIN 36-2516066 | Direct payment from the plan; Copying... | $8,936 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,314 | $85,635+70.9% | $123,894+18.1% | $63,975+128.7% |
| Participation rate | 93.7% | 74.9%+18.7pp | 81.4%+12.2pp | 71.1%+22.5pp |
| Annual return | -2.51% | 15.74%-18.3pp | 47.52%-50.0pp | 48.65%-51.2pp |
| Employer contribution / active EE | $19,743 | $3,076+541.7% | $4,617+327.6% | $2,182+804.9% |
| Participant deferral / active EE | $0 | $5,667-100.0% | $5,984-100.0% | $3,356-100.0% |
| Admin fee / account holder | $113 | $75+50.3% | $8,357-98.7% | $70+59.8% |