Filed October 19, 2004
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 Service code 27 1152 15TH STREET. NW, STE 6000 · WASHINGTON, DC 20005 | Advisory (Plan) | $48,672 |
AB FUNDS1+ years Filed as: SANFORD C. BERNSTEIN & CO., LLC Service code 27 800 CONNECTICUT AVE. NW, SUITE 1100 · WASHINGTON, DC 20006 | Advisory (Plan) | $15,612 |
JP MORGAN SECURITIES LLC1+ years Filed as: JP MORGAN TRUST COMPANY Service code 27 500 STANTON CHRISTIANA ROAD · NEWARK, DE 19713 | Advisory (Plan) | $15,242 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $600,992 | $76,551+685.1% | $123,894+385.1% | $62,881+855.8% |
| Participation rate | 95.6% | 73.0%+22.6pp | 81.4%+14.2pp | 69.3%+26.3pp |
| Annual return | 11.29% | 18.68%-7.4pp | 47.52%-36.2pp | 20.14%-8.8pp |
| Employer contribution / active EE | $21,567 | $2,882+648.2% | $4,617+367.2% | $2,281+845.6% |
| Participant deferral / active EE | $6,442 | $4,840+33.1% | $5,984+7.6% | $3,203+101.1% |
| Admin fee / account holder | $823 | $4,826-82.9% | $8,357-90.1% | $4,296-80.8% |