Filed February 22, 2008 (most recent of 4 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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 15 · EIN 13-5674085 AND SMITH INC. · NEW YORK, NY 10281 | Recordkeeping | $214,787 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELWARE INC. Service code 70 · EIN 53-0181291 1500 MARKET STREET, CENTRE SQUARE E · PHILADELPHIA, PA 191024790 | Consulting Fees | $17,500 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,956 | $67,505+28.8% | $81,367+6.9% | $67,505+28.8% |
| Participation rate | 93.0% | 71.2%+21.8pp | 82.3%+10.7pp | 71.2%+21.8pp |
| Annual return | 1.29% | 6.52%-5.2pp | -0.92%+2.2pp | 6.52%-5.2pp |
| Employer contribution / active EE | $3,118 | $2,173+43.5% | $3,930-20.6% | $2,173+43.5% |
| Participant deferral / active EE | $4,641 | $3,597+29.0% | $5,383-13.8% | $3,597+29.0% |
| Admin fee / account holder | $31 | $56-45.4% | $8,926-99.7% | $56-45.4% |