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 | $1,881,060 |
ANGELES INVESTMENT ADVISORS, LLC7+ years Service code 27 · EIN 95-4839031 | Advisory (Plan) | $239,642 |
MERCER3 years Service code 16 · EIN 61-0736136 | Consulting | $166,802 |
WINSTON & STRAWN LLP5 years Service code 29 · EIN 36-1975990 | Legal | $111,827 |
VASQUEZ & COMPANY LLP6 years Service code 10 · EIN 33-0700332 | Accounting | $83,275 |
Filed as: FIDELITY INVESTMENTS INST OPERATION Service code 21 · EIN 04-2647786 | Bank Trustee | $14,380 |
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 | $196,923 | $107,662+82.9% | $159,495+23.5% | $106,520+84.9% |
| Participation rate | 94.2% | 69.4%+24.8pp | 82.8%+11.3pp | 71.3%+22.9pp |
| Annual return | 17.15% | 22.17%-5.0pp | 263.72%-246.6pp | 19.28%-2.1pp |
| Employer contribution / active EE | $2,584 | $2,741-5.7% | $4,831-46.5% | $2,840-9.0% |
| Participant deferral / active EE | $9,596 | $6,799+41.1% | $7,354+30.5% | $4,948+93.9% |
| Admin fee / account holder | $21 | $69-69.9% | $10,804-99.8% | $75-72.3% |