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 | $237,127 |
Filed as: CAPTRUST Service code 50 · EIN 26-0058143 | Direct Payment | $42,500 |
THOMPSON HINE3 years Service code 50 · EIN 34-0575300 | Direct Payment | $25,583 |
PHOENIX INNOVATE3 years Service code 50 · EIN 38-2713456 | Direct Payment | $7,669 |
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 | $59,400 | $46,219+28.5% | $89,441-33.6% | $90,274-34.2% |
| Participation rate | 67.3% | 44.9%+22.4pp | 68.0%-0.7pp | 73.4%-6.1pp |
| Annual return | 12.94% | 25.71%-12.8pp | 245.62%-232.7pp | 53.97%-41.0pp |
| Employer contribution / active EE | $274 | $953-71.2% | $2,588-89.4% | $2,523-89.1% |
| Participant deferral / active EE | $2,797 | $2,136+30.9% | $3,891-28.1% | $4,231-33.9% |
| Admin fee / account holder | $78 | $147-47.0% | $4,885-98.4% | $114-31.8% |