Filed February 26, 2008 (most recent of 4 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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $227,512 |
THOMPSON HINE7 years Service code 50 · EIN 34-0575300 | Direct Payment | $69,593 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPTRUST Service code 50 · EIN 26-0058143 | Direct Payment | $42,500 |
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 33-1498605 | Accounting | $33,325 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,878 | $44,898+60.1% | $85,187-15.6% | $199,960-64.1% |
| Participation rate | 77.4% | 45.7%+31.6pp | 67.5%+9.8pp | 72.0%+5.4pp |
| Annual return | 11.97% | 20.98%-9.0pp | 66.67%-54.7pp | 34.28%-22.3pp |
| Employer contribution / active EE | $1,311 | $1,367-4.1% | $2,732-52.0% | $3,036-56.8% |
| Participant deferral / active EE | $4,286 | $2,670+60.5% | $4,525-5.3% | $5,087-15.7% |
| Admin fee / account holder | $143 | $585-75.6% | $6,162-97.7% | $269-47.0% |