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 | $2,740,117 |
PRICEWATERHOUSECOOPERS LLP3+ years Filed as: PRICEWATERHOUSECOOPERS Service code 10 · EIN 13-4008324 | Accounting | $44,980 |
BDO USA, LLP2 years Filed as: BDO Service code 16 · EIN 13-5381590 | Consulting | $33,858 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $258,723 | $187,373+38.1% | $91,004+184.3% | $80,976+219.5% |
| Participation rate | 98.5% | 87.5%+11.1pp | 75.6%+22.9pp | 68.3%+30.3pp |
| Annual return | 12.12% | 16.95%-4.8pp | 4.60%+7.5pp | 22.91%-10.8pp |
| Employer contribution / active EE | $9,232 | $5,838+58.1% | $2,456+275.9% | $2,402+284.3% |
| Participant deferral / active EE | $10,159 | $8,375+21.3% | $3,548+186.4% | $3,848+164.0% |
| Admin fee / account holder | $61 | $91-33.0% | $5,417-98.9% | $67-9.2% |