Filed November 26, 2007 (most recent of 2 filings on file)
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 |
|---|---|---|
ROPES & GRAY LLP1 year Filed as: ROPES & GRAY, LLP Service code 29 · EIN 04-2233412 | Legal | $152,154 |
BCA WATSON RICE LLP10+ years Service code 10 · EIN 26-1726741 | Accounting | $91,860 |
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $55,040 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,880 | $145,906+6.8% | $67,560+130.7% | $106,553+46.3% |
| Participation rate | 51.5% | 67.1%-15.7pp | 72.9%-21.5pp | 69.8%-18.4pp |
| Annual return | 15.05% | 15.10%-0.1pp | 3533.50%-3518.4pp | 17.37%-2.3pp |
| Employer contribution / active EE | $0 | $6,028-100.0% | $2,737-100.0% | $3,359-100.0% |
| Participant deferral / active EE | $6,593 | $5,093+29.5% | $4,004+64.7% | $5,562+18.5% |
| Admin fee / account holder | $29 | $38-23.7% | $3,994-99.3% | $80-63.7% |