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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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% |