Filed May 15, 2005 (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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER&SMITH Service code 15 · EIN 13-5674085 | Recordkeeping | $973,422 |
BALLARD SPAHR LLP3+ years Service code 29 · EIN 23-0382195 | Legal | $50,742 |
ASSOCIATES INTERNATIONAL1 year Service code 38 · EIN 51-0120338 | Participant Communication | $45,567 |
MERCER2 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 16 · EIN 30-0282430 | Consulting | $35,000 |
FIDUCIARY COUNSELORS INC.3+ years Service code 16 700 12TH STREET NW · WASHINGTON, DC 20005 | Consulting | $8,000 |
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 | $287,241 | $153,784+86.8% | $105,624+171.9% | $99,313+189.2% |
| Participation rate | 99.2% | 92.3%+6.9pp | 75.3%+23.9pp | 71.7%+27.5pp |
| Annual return | 11.20% | 14.98%-3.8pp | 116.20%-105.0pp | 17.67%-6.5pp |
| Employer contribution / active EE | $10,379 | $5,293+96.1% | $3,168+227.7% | $3,264+218.0% |
| Participant deferral / active EE | $12,047 | $8,286+45.4% | $5,013+140.3% | $5,346+125.4% |
| Admin fee / account holder | $44 | $77-42.6% | $10,961-99.6% | $109-59.3% |