Filed March 28, 1996 (most recent of 2 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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH11+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $85,956 |
WEAVER AND TIDWELL, LLP1 year Service code 10 · EIN 75-0786316 | Accounting | $21,000 |
REGIONS BANK2 years Filed as: REGIONS Service code 70 · EIN 63-0589368 | Consulting Fees | $19,480 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $182,823-100.0% | $161,596-100.0% | $198,609-100.0% |
| Participation rate | 0.0% | 81.5%-81.5pp | 80.7%-80.7pp | 82.4%-82.4pp |
| Annual return | 1.09% | 484.64%-483.5pp | 389.92%-388.8pp | 202.70%-201.6pp |
| Employer contribution / active EE | $0 | $4,109-100.0% | $3,977-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $7,056-100.0% | $6,750-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $15,687-100.0% | $13,161-100.0% | $19,030-100.0% |