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 | $148,401 |
Filed as: WILLKIE FARR & GALLAGHER LLP Service code 29 · EIN 13-5536844 | Legal | $42,719 |
Filed as: ROCATON INV ADV Service code 16 · EIN 04-3638035 | Consulting | $33,208 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,542 | $95,388+94.5% | $125,401+48.0% | $77,906+138.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 82.4%+17.6pp | 73.7%+26.3pp |
| Annual return | -6.71% | 116.19%-122.9pp | 572.53%-579.2pp | 12.16%-18.9pp |
| Employer contribution / active EE | $0 | $3,666-100.0% | $4,816-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $0 | $7,711-100.0% | $7,448-100.0% | $4,805-100.0% |
| Admin fee / account holder | $75 | $119-37.0% | $10,008-99.3% | $133-43.5% |