Filed February 14, 2005 (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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE,FENNER & SMTH Service code 15 · EIN 13-5674085 | Recordkeeping | $265,875 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN LEWIS AND BOCKIUS LLP Service code 16 · EIN 23-0891050 | Consulting | $73,476 |
MERCER1+ years Service code 16 PO BOX 13793 · NEWARK, NJ 07188 | Consulting | $54,305 |
BUCHANAN INGERSOLL & ROONEY PC1+ years Filed as: BUCHANAN INGERSOL & ROONEY PC Service code 16 · EIN 25-1381032 | Consulting | $6,279 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,601 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,445 | $128,472+18.7% | $81,367+87.4% | $59,188+157.6% |
| Participation rate | 89.5% | 92.5%-3.0pp | 82.3%+7.2pp | 69.4%+20.1pp |
| Annual return | -5.97% | 1.24%-7.2pp | -0.92%-5.0pp | 5.51%-11.5pp |
| Employer contribution / active EE | $1,413 | $3,689-61.7% | $3,930-64.0% | $2,098-32.7% |
| Participant deferral / active EE | $7,996 | $6,963+14.8% | $5,383+48.5% | $3,265+144.9% |
| Admin fee / account holder | $273 | $71+282.7% | $8,926-96.9% | $92+196.1% |