Filed May 15, 2013 (most recent of 6 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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $2,850,898 |
WINSTON & STRAWN LLP1 year Filed as: WINSTON & STRAWN Service code 29 · EIN 36-1975990 | Legal | $169,834 |
NEPC, LLC1 year Filed as: NEPC Service code 16 · EIN 26-1429809 | Consulting | $127,898 |
EIDE BAILLY LLP8 years Service code 10 · EIN 45-0250958 | Accounting | $78,500 |
ANGELES INVESTMENT ADVISORS, LLC10+ years Service code 16 · EIN 95-4839031 | Consulting | $59,916 |
MERCER6 years Service code 16 · EIN 36-2668272 | Consulting | $50,467 |
Service code 21 · EIN 04-2647786 | Bank Trustee | $12,000 |
VASQUEZ & COMPANY LLP9 years Service code 10 · EIN 33-0700332 | Accounting | $5,250 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,585 | $128,169+68.2% | $147,080+46.6% | $106,553+102.3% |
| Participation rate | 94.9% | 67.3%+27.5pp | 82.2%+12.7pp | 69.8%+25.0pp |
| Annual return | 15.31% | 17.88%-2.6pp | 420.17%-404.9pp | 17.37%-2.1pp |
| Employer contribution / active EE | $2,839 | $3,374-15.9% | $4,933-42.5% | $3,359-15.5% |
| Participant deferral / active EE | $10,648 | $7,665+38.9% | $8,066+32.0% | $5,562+91.4% |
| Admin fee / account holder | $47 | $88-47.2% | $12,989-99.6% | $80-41.6% |