Filed August 17, 2009
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-EPS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $13,090 |
Filed as: MERRILL LYNCH-FAS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $5,236 |
Filed as: JOHN HANCOCK LIFE INS COMPANY Service code 15 · EIN 01-0233346 | Recordkeeping | $1,790 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,482 | $30,437+138.1% | $56,033+29.4% | $74,459-2.7% |
| Participation rate | 44.3% | 32.9%+11.4pp | 52.5%-8.2pp | 67.2%-22.9pp |
| Annual return | 13.95% | 24.96%-11.0pp | 1711.38%-1697.4pp | 1369.70%-1355.8pp |
| Employer contribution / active EE | $1,564 | $610+156.4% | $1,041+50.2% | $2,626-40.5% |
| Participant deferral / active EE | $2,856 | $1,176+142.9% | $1,954+46.2% | $4,350-34.3% |
| Admin fee / account holder | $2,500 | $2,363+5.8% | $2,827-11.6% | $1,945+28.5% |