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 | $2,660,546 |
PRICEWATERHOUSECOOPERS LLP2+ years Filed as: PRICEWATERHOUSECOOPERS Service code 10 · EIN 13-4008324 | Accounting | $165,119 |
BDO USA, LLP1 year Filed as: BDO Service code 16 · EIN 13-5381590 | Consulting | $22,569 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 15 · EIN 23-1945930 | Recordkeeping | $6,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,669 | $169,122+38.2% | $78,002+199.6% | $329,111-29.0% |
| Participation rate | 97.3% | 88.4%+9.0pp | 75.5%+21.8pp | 67.9%+29.5pp |
| Annual return | 7.14% | 11.00%-3.9pp | 425.99%-418.8pp | 16.35%-9.2pp |
| Employer contribution / active EE | $8,964 | $5,827+53.8% | $2,470+262.9% | $2,303+289.1% |
| Participant deferral / active EE | $9,964 | $8,046+23.8% | $3,497+184.9% | $3,682+170.6% |
| Admin fee / account holder | $64 | $83-22.5% | $5,481-98.8% | $754-91.5% |