Filed November 23, 2010
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 | $109,833 |
GROOM LAW GROUP1 year Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $70,151 |
Filed as: FIDELITY GLOBAL BROKERAGE GROUP INC Service code 33 | Direct payment from the plan; Recordk... | $0 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,845 | $87,621+55.0% | $86,439+57.2% | $77,906+74.4% |
| Participation rate | 78.8% | 85.8%-7.0pp | 80.3%-1.6pp | 73.7%+5.1pp |
| Annual return | -23.16% | -13.90%-9.3pp | 4395.55%-4418.7pp | 12.16%-35.3pp |
| Employer contribution / active EE | $2,571 | $3,474-26.0% | $3,769-31.8% | $2,846-9.7% |
| Participant deferral / active EE | $7,531 | $8,645-12.9% | $6,952+8.3% | $4,805+56.7% |
| Admin fee / account holder | $123 | $85+45.2% | $6,732-98.2% | $133-7.3% |