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 | $1,192,117 |
Filed as: PRICEWATERHOUSECOOPERS Service code 10 · EIN 13-4008324 | Accounting | $66,646 |
BALLARD SPAHR LLP2+ years Service code 29 · EIN 23-0382195 | Legal | $37,450 |
MERCER1 year Filed as: MERCER INVESTMENT MANAGEMENT Service code 16 · EIN 30-0282430 | Consulting | $35,000 |
ERNST & YOUNG LLP1 year Service code 16 · EIN 34-6565596 | Consulting | $18,000 |
FIDUCIARY COUNSELORS INC.2+ 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $262,858 | $136,310+92.8% | $98,462+167.0% | $103,657+153.6% |
| Participation rate | 99.2% | 89.2%+9.9pp | 75.2%+24.0pp | 73.4%+25.8pp |
| Annual return | 13.74% | 19.67%-5.9pp | 21.20%-7.5pp | 33.13%-19.4pp |
| Employer contribution / active EE | $10,491 | $4,714+122.6% | $3,049+244.1% | $3,216+226.2% |
| Participant deferral / active EE | $12,119 | $7,358+64.7% | $4,738+155.7% | $5,218+132.2% |
| Admin fee / account holder | $51 | $76-32.5% | $8,875-99.4% | $114-55.0% |