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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $223,825 |
THOMPSON HINE2 years Filed as: THOMPSON HINE LLP Service code 50 · EIN 34-0575300 | Direct Payment | $78,789 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPTRUST Service code 70 · EIN 26-0058143 | Consulting Fees | $31,875 |
PLANTE & MORAN, PLLC6 years Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $30,668 |
PHOENIX INNOVATE6 years Service code 50 · EIN 38-2713456 | Direct Payment | $8,457 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,401 | $40,278+54.9% | $80,569-22.5% | $80,160-22.2% |
| Participation rate | 72.2% | 47.5%+24.7pp | 67.0%+5.2pp | 72.9%-0.7pp |
| Annual return | 21.81% | 50.86%-29.0pp | 935.43%-913.6pp | 40.38%-18.6pp |
| Employer contribution / active EE | $1,173 | $1,332-12.0% | $2,723-56.9% | $2,978-60.6% |
| Participant deferral / active EE | $3,935 | $2,696+46.0% | $4,447-11.5% | $5,017-21.6% |
| Admin fee / account holder | $158 | $210-25.0% | $5,377-97.1% | $145+8.8% |