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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,541,439 |
AECOM USA INC.2 years Service code 10 · EIN 61-1088522 | Accounting | $398,751 |
MERCER2 years Filed as: MERCER INVESTMENT CONSULTING INC. Service code 16 · EIN 13-2834414 | Consulting | $350,869 |
MCDERMOTT WILL & EMERY LLP3+ years Service code 29 · EIN 36-1453176 | Legal | $273,905 |
ANGELES INVESTMENT ADVISORS, LLC3+ years Service code 27 · EIN 95-4839031 | Advisory (Plan) | $226,258 |
VASQUEZ & COMPANY LLP2 years Service code 10 801 SOUTH GRAND AVENUE, STE 400 · LOS ANGELES, CA 90017 | Accounting | $73,500 |
APPLEONE EMPLOYMENT SERVICES3+ years Service code 14 · EIN 95-2580864 | Plan Administrator | $69,639 |
GRANT THORNTON LLP2 years Filed as: GRANT THORNTON LP Service code 10 · EIN 36-6055558 | Accounting | $47,404 |
Service code 21 P.O. BOX 73307 · CHICAGO, IL 606737307 | Bank Trustee | $30,726 |
WINSTON & STRAWN LLP1 year Service code 29 · EIN 36-1975990 | Legal | $15,708 |
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 | $124,756 | $80,506+55.0% | $136,298-8.5% | $80,976+54.1% |
| Participation rate | 89.3% | 61.9%+27.5pp | 81.9%+7.4pp | 68.3%+21.1pp |
| Annual return | 16.81% | 27.70%-10.9pp | 5156.27%-5139.5pp | 22.91%-6.1pp |
| Employer contribution / active EE | $2,209 | $1,943+13.7% | $4,696-52.9% | $2,402-8.0% |
| Participant deferral / active EE | $7,526 | $4,601+63.6% | $6,247+20.5% | $3,848+95.6% |
| Admin fee / account holder | $36 | $72-49.7% | $9,244-99.6% | $67-46.4% |