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 | $1,258,394 |
BALLARD SPAHR LLP1+ years Service code 29 · EIN 23-0382195 | Legal | $35,829 |
FIDUCIARY COUNSELORS INC.1+ years Service code 16 700 12TH STREET NW · WASHINGTON, DC 20005 | Consulting | $8,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $242,639 | $125,029+94.1% | $90,767+167.3% | $78,104+210.7% |
| Participation rate | 94.6% | 93.0%+1.7pp | 75.7%+18.9pp | 74.5%+20.1pp |
| Annual return | -12.14% | -14.80%+2.7pp | -12.16%0pp | 10.90%-23.0pp |
| Employer contribution / active EE | $9,758 | $4,916+98.5% | $2,922+233.9% | $3,128+212.0% |
| Participant deferral / active EE | $11,191 | $7,684+45.6% | $4,565+145.1% | $5,089+119.9% |
| Admin fee / account holder | $47 | $56-15.9% | $8,445-99.4% | $79-40.6% |