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 | $2,524,878 |
PRICEWATERHOUSECOOPERS LLP4+ years Filed as: PRICEWATERHOUSECOOPERS Service code 10 · EIN 13-4008324 | Accounting | $47,364 |
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 | $239,291 | $173,253+38.1% | $80,022+199.0% | $73,367+226.2% |
| Participation rate | 98.8% | 88.8%+10.0pp | 75.8%+23.0pp | 69.5%+29.3pp |
| Annual return | -4.54% | -2.12%-2.4pp | 11.22%-15.8pp | 173.45%-178.0pp |
| Employer contribution / active EE | $9,514 | $6,338+50.1% | $2,468+285.5% | $2,499+280.7% |
| Participant deferral / active EE | $10,544 | $8,893+18.6% | $3,686+186.1% | $4,033+161.5% |
| Admin fee / account holder | $57 | $90-37.0% | $6,521-99.1% | $68-17.2% |