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 | $1,859,402 |
AECOM USA INC.3 years Service code 10 · EIN 61-1088522 | Accounting | $504,196 |
MERCER3 years Filed as: MERCER INVESTMENT CONSULTING INC. Service code 16 · EIN 13-2834414 | Consulting | $449,946 |
ANGELES INVESTMENT ADVISORS, LLC4+ years Service code 27 · EIN 95-4839031 | Advisory (Plan) | $225,891 |
APPLEONE EMPLOYMENT SERVICES4+ years Service code 14 · EIN 95-2580864 | Plan Administrator | $83,904 |
VAZQUEZ & COMPANY LLP1 year Service code 10 · EIN 33-0700332 | Accounting | $77,175 |
MCDERMOTT WILL & EMERY LLP4+ years Service code 29 · EIN 36-1453176 | Legal | $43,293 |
WINSTON & STRAWN LLP2 years Service code 29 · EIN 36-1975990 | Legal | $31,011 |
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 | $118,894 | $71,505+66.3% | $123,553-3.8% | $73,367+62.1% |
| Participation rate | 91.9% | 64.9%+26.9pp | 82.3%+9.6pp | 69.5%+22.4pp |
| Annual return | -2.43% | 6.94%-9.4pp | 119.21%-121.6pp | 173.45%-175.9pp |
| Employer contribution / active EE | $2,254 | $2,011+12.1% | $4,628-51.3% | $2,499-9.8% |
| Participant deferral / active EE | $7,942 | $4,928+61.2% | $6,426+23.6% | $4,033+97.0% |
| Admin fee / account holder | $39 | $66-40.5% | $9,284-99.6% | $68-42.7% |