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: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 15 · EIN 13-5674085 | Recordkeeping | $150,258 |
Filed as: ROCATON INV ADV Service code 16 · EIN 04-3638035 | Consulting | $62,371 |
Filed as: WILLKIE FARR & GALLAGHER LLP Service code 29 · EIN 13-5536844 | Legal | $28,457 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,138 | $120,450+85.3% | $159,495+39.9% | $93,010+139.9% |
| Participation rate | 91.1% | 78.0%+13.1pp | 82.8%+8.2pp | 73.9%+17.2pp |
| Annual return | 29.03% | 27.11%+1.9pp | 263.72%-234.7pp | 158.70%-129.7pp |
| Employer contribution / active EE | $21,536 | $3,526+510.9% | $4,831+345.8% | $2,705+696.1% |
| Participant deferral / active EE | $0 | $7,283-100.0% | $7,354-100.0% | $4,561-100.0% |
| Admin fee / account holder | $84 | $137-38.8% | $10,804-99.2% | $152-44.8% |