Filed July 12, 2006 (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 Service code 26 · EIN 13-5674085 150 N COLLEGE ST. · CHARLOTTE, NC 28202 | Advisory (Participants) | $43,886 |
HANCOCK ASKEW & CO., LLP2 years Filed as: HANCOCK ASKEW & CO. LLP Service code 10 · EIN 58-0662558 3740 DAVINCI CT. SUITE 400 · PEACHTREE CORNERS, GA 30092 | Accounting | $15,000 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $5,877 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,483 | $78,607+46.9% | $105,624+9.3% | $74,478+55.1% |
| Participation rate | 88.5% | 72.8%+15.7pp | 75.3%+13.2pp | 67.2%+21.3pp |
| Annual return | 16.70% | 15.96%+0.7pp | 116.20%-99.5pp | 1370.56%-1353.9pp |
| Employer contribution / active EE | $1,842 | $2,523-27.0% | $3,168-41.9% | $2,626-29.9% |
| Participant deferral / active EE | $4,405 | $4,325+1.8% | $5,013-12.1% | $4,350+1.3% |
| Admin fee / account holder | $458 | $2,220-79.4% | $10,961-95.8% | $1,946-76.5% |