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 | $2,501,499 |
ANGELES INVESTMENT ADVISORS, LLC9+ years Service code 16 · EIN 95-4839031 | Consulting | $239,654 |
WINSTON & STRAWN LLP2 years Filed as: WINSTON & STRAWN, LLP Service code 29 · EIN 36-1975990 | Legal | $196,551 |
VASQUEZ & COMPANY LLP8 years Service code 10 · EIN 33-0700332 | Accounting | $96,075 |
MERCER5 years Service code 16 · EIN 36-2668272 | Consulting | $30,287 |
Service code 21 · EIN 04-2647786 | Bank Trustee | $9,000 |
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 | $185,951 | $106,994+73.8% | $135,998+36.7% | $96,393+92.9% |
| Participation rate | 94.9% | 72.5%+22.3pp | 81.9%+13.0pp | 71.3%+23.6pp |
| Annual return | 19.33% | 26.64%-7.3pp | 68.37%-49.0pp | 22.88%-3.5pp |
| Employer contribution / active EE | $2,691 | $3,391-20.7% | $4,860-44.6% | $3,239-16.9% |
| Participant deferral / active EE | $10,035 | $7,968+25.9% | $7,761+29.3% | $5,455+84.0% |
| Admin fee / account holder | $43 | $79-45.5% | $10,769-99.6% | $74-41.7% |