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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,133,633 |
MCDERMOTT WILL & EMERY LLP2+ years Service code 29 · EIN 36-1453176 | Legal | $664,504 |
AECOM USA INC.1 year Service code 10 · EIN 61-1088522 | Accounting | $334,126 |
Service code 21 P.O BOX 73307 · CHICAGO, IL 606737307 | Bank Trustee | $315,321 |
ANGELES INVESTMENT ADVISORS, LLC2+ years Service code 27 · EIN 95-4839031 | Advisory (Plan) | $206,258 |
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE Service code 28 P.O. BOX 64043 · BALTIMORE, MD 21202 | Investment Management | $203,688 |
Filed as: TCW METWEST Service code 28 865 SOUTH FIGUEROA STREET, STE 1800 · LOS ANGELES, CA 90017 | Investment Management | $137,873 |
MERCER1 year Filed as: MERCER INVESTMENT CONSULTING INC. Service code 16 P.O. BOX 100260 · PASADENA, CA 911890260 | Consulting | $111,808 |
APPLEONE EMPLOYMENT SERVICES2+ years Service code 14 · EIN 95-2580864 | Plan Administrator | $82,971 |
FRONTIER CAPITAL MANAGEMENT2+ years Filed as: FRONTIER CAPITAL MANAGEMENT CO. Service code 19 99 SUMMER STREET · BOSTON, MA 02110 | Securities Custodian | $68,766 |
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 | $118,180 | $3,611,051-96.7% | $123,894-4.6% | $329,111-64.1% |
| Participation rate | 87.2% | 60.7%+26.5pp | 81.4%+5.8pp | 67.9%+19.4pp |
| Annual return | 163.15% | 14.13%+149.0pp | 47.52%+115.6pp | 16.35%+146.8pp |
| Employer contribution / active EE | $2,163 | $1,947+11.1% | $4,617-53.2% | $2,303-6.1% |
| Participant deferral / active EE | $5,106 | $4,426+15.4% | $5,984-14.7% | $3,682+38.7% |
| Admin fee / account holder | $56 | $9,731-99.4% | $8,357-99.3% | $754-92.5% |