Filed March 15, 2006
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BANK OF AMERICA MERRILL LYNCH Service code 28 · EIN 94-1687665 | Investment Management | $236,743 |
PRICEWATERHOUSECOOPERS LLP9+ years Service code 11 · EIN 13-4008324 | Actuarial | $195,354 |
MILLIMAN, INC.6 years Filed as: MILLIMAN Service code 16 1301 FIFTH AVENUE · SEATTLE, WA 98101 | Consulting | $37,756 |
PKF O'CONNOR DAVIES, LLP8 years Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $35,177 |
SMITH & DOWNEY8 years Service code 29 320 E. TOWSONTOWN BLVD, SUITE 1E · BALTIMORE, MD 21286 | Legal | $29,251 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | -0.41% | 8.46%-8.9pp | 9.82%-10.2pp | 8.76%-9.2pp |
| Employer contribution / active EE | $0 | $11,054-100.0% | $30,311-100.0% | $16,650-100.0% |
| Participant deferral / active EE | $0 | $240-100.0% | $66-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |