Filed November 1, 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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $345,415 |
Filed as: ROCKEFELLER CAPITAL MANAGEMENT Service code 27 · EIN 82-3226180 | Advisory (Plan) | $52,429 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $18,450 |
HUNGERFORD NICHOLS1 year Filed as: HUNGERFORD Service code 10 · EIN 38-2184825 | Accounting | $6,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,332 | $53,204+11.5% | $155,556-61.9% | $200,096-70.3% |
| Participation rate | 90.5% | 64.1%+26.4pp | 78.2%+12.3pp | 72.0%+18.5pp |
| Annual return | 13.22% | 41.02%-27.8pp | 64.84%-51.6pp | 34.26%-21.0pp |
| Employer contribution / active EE | $1,904 | $1,850+2.9% | $4,675-59.3% | $3,038-37.3% |
| Participant deferral / active EE | $5,065 | $3,163+60.1% | $5,631-10.1% | $5,090-0.5% |
| Admin fee / account holder | $106 | $186-42.9% | $15,885-99.3% | $269-60.6% |