Filed November 14, 2006
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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $768,423 |
CLEARSTEAD ADVISORS, LLC5 years Service code 50 · EIN 34-1597728 | Direct Payment | $98,419 |
EISNERAMPER LLP10+ years Filed as: EISNER AMPER Service code 10 · EIN 13-1639826 | Accounting | $66,150 |
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 | $102,565 | $52,172+96.6% | $56,025+83.1% | $106,553-3.7% |
| Participation rate | 48.9% | 32.5%+16.4pp | 52.5%-3.6pp | 69.8%-20.9pp |
| Annual return | 14.53% | 17.21%-2.7pp | 1712.69%-1698.2pp | 17.37%-2.8pp |
| Employer contribution / active EE | $2,359 | $613+285.1% | $1,042+126.5% | $3,359-29.8% |
| Participant deferral / active EE | $3,429 | $1,424+140.8% | $1,955+75.4% | $5,562-38.4% |
| Admin fee / account holder | $99 | $90+9.3% | $2,828-96.5% | $80+24.1% |