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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $241,537 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN Service code 50 · EIN 38-1357951 | Direct Payment | $3,664 |
PHOENIX INNOVATE1 year Service code 50 · EIN 38-2713456 | Direct Payment | $1,956 |
THOMPSON HINE1 year Service code 50 · EIN 34-0575300 | Direct Payment | $1,339 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,770 | $34,242+36.6% | $76,518-38.9% | $75,289-37.9% |
| Participation rate | 64.3% | 43.9%+20.4pp | 68.0%-3.7pp | 72.4%-8.1pp |
| Annual return | -5.04% | -0.98%-4.1pp | -0.27%-4.8pp | -0.04%-5.0pp |
| Employer contribution / active EE | $956 | $975-1.9% | $2,647-63.9% | $2,405-60.3% |
| Participant deferral / active EE | $3,112 | $1,872+66.2% | $3,836-18.9% | $3,739-16.8% |
| Admin fee / account holder | $60 | $112-46.0% | $4,849-98.8% | $102-41.0% |