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 | $223,117 |
THOMPSON HINE1 year Filed as: THOMPSON HINE LLP Service code 50 · EIN 34-0575300 | Direct Payment | $161,767 |
Filed as: CAPTRUST FINANCIAL ADVISORS Service code 50 · EIN 26-0058143 | Direct Payment | $31,875 |
PLANTE & MORAN, PLLC5 years Filed as: PLANTE MORAN Service code 70 · EIN 38-1357951 | Consulting Fees | $10,625 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,166 | $37,418+52.8% | $77,113-25.9% | $77,906-26.6% |
| Participation rate | 60.7% | 46.9%+13.8pp | 67.9%-7.2pp | 73.7%-13.0pp |
| Annual return | -14.92% | -7.13%-7.8pp | 42.37%-57.3pp | 12.16%-27.1pp |
| Employer contribution / active EE | $930 | $1,200-22.5% | $2,815-67.0% | $2,846-67.3% |
| Participant deferral / active EE | $3,357 | $2,572+30.5% | $4,430-24.2% | $4,805-30.1% |
| Admin fee / account holder | $122 | $126-2.9% | $5,445-97.8% | $133-7.7% |