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 | $2,028,974 |
BDO USA, LLP1 year Filed as: BDO USA Service code 16 · EIN 13-5381590 | Consulting | $58,316 |
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).
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 | $243,843 | $156,529+55.8% | $93,621+160.5% | $82,204+196.6% |
| Participation rate | 95.5% | 86.5%+8.9pp | 75.8%+19.6pp | 73.4%+22.1pp |
| Annual return | -16.27% | 20.36%-36.6pp | 32.76%-49.0pp | 26.31%-42.6pp |
| Employer contribution / active EE | $13,198 | $4,800+175.0% | $2,719+385.5% | $2,707+387.5% |
| Participant deferral / active EE | $15,792 | $6,674+136.6% | $4,070+288.1% | $4,246+272.0% |
| Admin fee / account holder | $63 | $65-2.5% | $7,890-99.2% | $76-16.5% |