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 21 · EIN 94-1687665 | Bank Trustee | $145,545 |
GRANT THORNTON LLP4+ years Service code 10 · EIN 36-6055558 | Accounting | $66,040 |
Filed as: ROCATON INV ADV Service code 27 · EIN 20-0558591 | Advisory (Plan) | $36,427 |
Filed as: WILLKIE FARR & GALLAGHER LLP Service code 29 · EIN 13-5536844 | Legal | $22,062 |
UNITED FORMS FINISHING1 year Service code 36 · EIN 22-2378813 | Copying and duplicating; Direct payme... | $6,947 |
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 | $180,198 | $101,523+77.5% | $141,200+27.6% | $77,775+131.7% |
| Participation rate | 92.0% | 77.4%+14.6pp | 82.5%+9.5pp | 73.2%+18.8pp |
| Annual return | 4.38% | 56.22%-51.8pp | 71.41%-67.0pp | 32.58%-28.2pp |
| Employer contribution / active EE | $21,312 | $3,341+537.9% | $4,736+350.0% | $2,504+751.1% |
| Participant deferral / active EE | $0 | $6,434-100.0% | $6,710-100.0% | $3,966-100.0% |
| Admin fee / account holder | $94 | $92+3.2% | $10,265-99.1% | $100-5.6% |