Filed November 9, 2005 (most recent of 3 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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $27,873 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $13,348 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $6,761 |
Filed as: BANK OF AMERICA NA Service code 27 · EIN 13-5674805 | Advisory (Plan) | $3,676 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,641 | $81,494+121.7% | $133,978+34.8% | $73,497+145.8% |
| Participation rate | 91.6% | 76.4%+15.2pp | 79.8%+11.8pp | 70.7%+20.9pp |
| Annual return | 16.21% | 19.40%-3.2pp | 45.10%-28.9pp | 28.51%-12.3pp |
| Employer contribution / active EE | $2,750 | $2,210+24.5% | $3,919-29.8% | $2,270+21.2% |
| Participant deferral / active EE | $9,092 | $3,787+140.1% | $5,047+80.1% | $3,740+143.1% |
| Admin fee / account holder | $282 | $713-60.4% | $8,930-96.8% | $513-45.0% |