Filed February 21, 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 |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $36,488 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $12,036 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,516 | $65,960-64.3% | $81,882-71.3% | $77,762-69.8% |
| Participation rate | 77.0% | 65.8%+11.3pp | 72.4%+4.7pp | 70.6%+6.5pp |
| Annual return | 10.07% | 26.64%-16.6pp | 779.47%-769.4pp | 31.27%-21.2pp |
| Employer contribution / active EE | $1,720 | $2,375-27.6% | $2,916-41.0% | $2,728-36.9% |
| Participant deferral / active EE | $1,019 | $3,505-70.9% | $4,323-76.4% | $4,651-78.1% |
| Admin fee / account holder | $129 | $526-75.5% | $7,360-98.2% | $433-70.2% |