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 | $54,650 |
Filed as: WILLKIE FARR & GALLAGHER LLP Service code 29 · EIN 13-5536844 | Legal | $6,170 |
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 | $166,741 | $96,458+72.9% | $136,298+22.3% | $77,958+113.9% |
| Participation rate | 89.5% | 75.4%+14.1pp | 81.9%+7.5pp | 71.6%+17.8pp |
| Annual return | 9.75% | 23.78%-14.0pp | 5156.27%-5146.5pp | 20.87%-11.1pp |
| Employer contribution / active EE | $20,023 | $3,144+536.9% | $4,696+326.4% | $2,310+766.6% |
| Participant deferral / active EE | $0 | $5,902-100.0% | $6,247-100.0% | $3,537-100.0% |
| Admin fee / account holder | $22 | $80-72.3% | $9,244-99.8% | $97-77.1% |