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 | $144,546 |
GRANT THORNTON LLP5+ years Service code 10 · EIN 36-6055558 | Accounting | $71,240 |
Filed as: ROCATON INV ADV Service code 27 · EIN 20-0558591 | Advisory (Plan) | $60,555 |
Filed as: WILLKIE FARR & GALLAGHER LLP Service code 29 · EIN 13-5536844 | Legal | $18,196 |
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 | $176,345 | $127,481+38.3% | $149,751+17.8% | $90,274+95.3% |
| Participation rate | 99.9% | 78.2%+21.7pp | 82.5%+17.4pp | 73.4%+26.5pp |
| Annual return | -1.35% | 57.78%-59.1pp | 276.71%-278.1pp | 53.97%-55.3pp |
| Employer contribution / active EE | $23,847 | $3,448+591.7% | $4,646+413.3% | $2,523+845.0% |
| Participant deferral / active EE | $0 | $6,975-100.0% | $6,843-100.0% | $4,231-100.0% |
| Admin fee / account holder | $100 | $152-33.9% | $9,312-98.9% | $114-12.0% |