Filed October 18, 2004
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, PIERCE, FENNER & SMI Service code 15 | Recordkeeping | $341,429 |
HANCOCK ASKEW & CO., LLP1+ years Filed as: HANCOCK ASKEW & CO., LLC Service code 10 · EIN 58-0662558 | Accounting | $16,000 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $10,175 |
Service code 12 · EIN 13-3689044 | Investment management; Recordkeeping ... | $147 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,291 | $70,115-14.0% | $70,544-14.5% | $80,157-24.8% |
| Participation rate | 70.8% | 71.7%-0.9pp | 68.4%+2.4pp | 72.9%-2.1pp |
| Annual return | 3.94% | 134.51%-130.6pp | 32.79%-28.9pp | 40.39%-36.4pp |
| Employer contribution / active EE | $1,102 | $3,021-63.5% | $2,976-63.0% | $2,977-63.0% |
| Participant deferral / active EE | $3,988 | $4,495-11.3% | $4,568-12.7% | $5,015-20.5% |
| Admin fee / account holder | $28 | $112-74.6% | $6,427-99.6% | $145-80.3% |