Filed October 21, 2002
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 | $336,836 |
Filed as: CAPTRUST FINANCIAL PARTNERS, LLC Service code 70 · EIN 26-0058143 | Consulting Fees | $73,125 |
WINDHAM BRANNON2 years Filed as: WINDHAM BRANNON LLC Service code 10 · EIN 58-1763439 | Accounting | $16,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,837 | $139,767-60.8% | $153,741-64.3% | $200,096-72.6% |
| Participation rate | 96.6% | 85.1%+11.5pp | 77.1%+19.5pp | 72.0%+24.6pp |
| Annual return | 15.14% | 20.59%-5.4pp | 15.71%-0.6pp | 34.26%-19.1pp |
| Employer contribution / active EE | $3,970 | $6,517-39.1% | $5,042-21.3% | $3,038+30.7% |
| Participant deferral / active EE | $6,396 | $8,055-20.6% | $6,757-5.3% | $5,090+25.7% |
| Admin fee / account holder | $85 | $98-12.7% | $12,749-99.3% | $269-68.3% |