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 | $1,662,070 |
BALLARD SPAHR LLP1 year Filed as: BALLARD SPAHR Service code 16 · EIN 23-0382195 | Consulting | $47,328 |
BDO USA, LLP2 years Filed as: BDO USA Service code 16 · EIN 13-5381590 | Consulting | $20,095 |
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 | $262,584 | $430,560-39.0% | $98,920+165.4% | $106,273+147.1% |
| Participation rate | 96.3% | 86.2%+10.1pp | 76.0%+20.3pp | 70.8%+25.5pp |
| Annual return | 10.30% | 17.89%-7.6pp | 196.47%-186.2pp | 21.70%-11.4pp |
| Employer contribution / active EE | $9,109 | $6,804+33.9% | $2,689+238.7% | $2,722+234.6% |
| Participant deferral / active EE | $10,121 | $9,623+5.2% | $4,245+138.4% | $4,601+120.0% |
| Admin fee / account holder | $48 | $220-78.2% | $6,643-99.3% | $78-38.7% |