Filed June 5, 2008 (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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $3,543,699 |
PRICEWATERHOUSECOOPERS LLP1+ years Filed as: PRICEWATERHOUSECOOPERS Service code 10 · EIN 13-4008324 | Accounting | $62,990 |
BDO USA, LLP1+ years Service code 16 · EIN 13-5381590 | Consulting | $30,896 |
CALLAN ASSOCIATES1+ years Filed as: CALLAN ASSOCIATES INC Service code 16 · EIN 94-2192581 | Consulting | $9,850 |
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 | $229,598 | $158,120+45.2% | $68,509+235.1% | $69,651+229.6% |
| Participation rate | 96.3% | 88.0%+8.3pp | 74.7%+21.5pp | 66.6%+29.7pp |
| Annual return | 2.16% | 3.41%-1.2pp | 8.27%-6.1pp | 53.77%-51.6pp |
| Employer contribution / active EE | $9,074 | $5,427+67.2% | $2,278+298.4% | $2,241+305.0% |
| Participant deferral / active EE | $10,059 | $7,897+27.4% | $3,382+197.4% | $3,635+176.7% |
| Admin fee / account holder | $68 | $74-7.7% | $5,275-98.7% | $63+7.5% |