Filed November 22, 1995
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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $153,549 |
CAPFINANCIAL PARTNERS LLC10+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 70 · EIN 26-0058143 | Consulting Fees | $54,025 |
TROUTMAN SANDERS LLP1 year Service code 70 · EIN 58-0946915 | Consulting Fees | $18,391 |
FORVIS, LLP3 years Filed as: FORVIS Service code 10 · EIN 56-0747891 | Accounting | $10,500 |
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 | $80,783 | $76,172+6.1% | $81,353-0.7% | $199,960-59.6% |
| Participation rate | 98.4% | 76.2%+22.2pp | 69.5%+28.9pp | 72.0%+26.4pp |
| Annual return | 22.58% | 15.59%+7.0pp | 24.82%-2.2pp | 34.28%-11.7pp |
| Employer contribution / active EE | $2,906 | $2,800+3.8% | $2,464+17.9% | $3,036-4.3% |
| Participant deferral / active EE | $5,824 | $4,200+38.7% | $3,885+49.9% | $5,087+14.5% |
| Admin fee / account holder | $136 | $146-6.8% | $5,766-97.6% | $269-49.4% |