Filed July 14, 2006 (most recent of 20 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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $288,630 |
NEPC, LLC9+ years Service code 16 · EIN 26-1429809 | Consulting | $102,168 |
INSERO & CO. CPAS, LLP8 years Service code 10 · EIN 47-5324570 | Accounting | $54,425 |
HARTER SECREST & EMERY LLP9+ years Service code 29 · EIN 16-0766172 | Legal | $12,212 |
SIDLEY AUSTIN LLP9+ years Service code 29 · EIN 36-4474078 | Legal | $11,536 |
T ROWE PRICE RPS INC8 years Filed as: T ROWE PRICE ASSOCIATES, INC. Service code 15 · EIN 52-0556948 | Recordkeeping | $11 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $300,139 | $110,258+172.2% | $102,460+192.9% | $200,096+50.0% |
| Participation rate | 90.2% | 86.3%+3.8pp | 76.5%+13.6pp | 72.0%+18.1pp |
| Annual return | 10.62% | 35.78%-25.2pp | 29.47%-18.9pp | 34.26%-23.6pp |
| Employer contribution / active EE | $0 | $3,605-100.0% | $3,025-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $5,988 | $6,377-6.1% | $5,056+18.4% | $5,090+17.7% |
| Admin fee / account holder | $66 | $122-46.4% | $9,460-99.3% | $269-75.7% |