Filed January 13, 2016
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $110,570 |
Service code 16 1400 MERRILL LUNCH DR · PENNINGTON, NJ 08534 | Consulting | $75,161 |
BLACKROCK1+ years Service code 28 · EIN 23-7442277 | Investment Management | $15,296 |
SAGE ADVISORY SERVICES1+ years Filed as: SAGE Service code 28 · EIN 74-2798841 | Investment Management | $14,026 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 16 | Consulting | $12,000 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $43,809-100.0% | $115,939-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 7.6%-7.6pp | 19.3%-19.3pp | 12.6%-12.6pp |
| Annual return | -2.35% | 4.23%-6.6pp | 3.97%-6.3pp | 4.56%-6.9pp |
| Employer contribution / active EE | $8,523 | $16,147-47.2% | $28,168-69.7% | $15,526-45.1% |
| Participant deferral / active EE | $0 | $429-100.0% | $274-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $850-100.0% | $12,837-100.0% | $1,711-100.0% |