Filed October 16, 1997 (most recent of 2 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: BOA MERRILL LYNCH Service code 14 · EIN 13-5674085 | Plan Administrator | $876,044 |
MERCER1 year Service code 28 · EIN 61-0736136 | Investment Management | $112,500 |
MERCER2 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 28 · EIN 30-0282430 | Investment Management | $38,195 |
LUTZ & COMPANY, PC2 years Service code 10 · EIN 47-0625816 | Accounting | $33,000 |
BAKER TILLY US, LLP1 year Filed as: BAKER, TILLY, VIRCHOW, KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $14,420 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,188 | $106,273+3.7% | $81,726+34.8% | $106,273+3.7% |
| Participation rate | 70.0% | 70.8%-0.8pp | 72.0%-2.0pp | 70.8%-0.8pp |
| Annual return | 17.31% | 21.70%-4.4pp | 29.49%-12.2pp | 21.70%-4.4pp |
| Employer contribution / active EE | $3,194 | $2,722+17.3% | $4,311-25.9% | $2,722+17.3% |
| Participant deferral / active EE | $4,117 | $4,601-10.5% | $7,108-42.1% | $4,601-10.5% |
| Admin fee / account holder | $65 | $78-17.3% | $5,160-98.7% | $78-17.3% |