Filed February 11, 2011
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $51,731 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $27,895 |
HYDEN MIRON & FOSTER1 year Filed as: HYDEN MIRON & FOSTER PLLC Service code 13 · EIN 62-1699961 | Contract Administrator | $6,809 |
Service code 13 · EIN 71-0816002 | Contract Administrator | $5,557 |
Filed as: PENSION PLAN ADMINISTRATION Service code 13 | Contract Administrator | $3,487 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,744 | $74,089-41.0% | $133,975-67.3% | $55,167-20.7% |
| Participation rate | 92.3% | 84.3%+8.0pp | 87.1%+5.2pp | 69.0%+23.3pp |
| Annual return | 30.83% | 12.11%+18.7pp | 29.29%+1.5pp | 169.23%-138.4pp |
| Employer contribution / active EE | $2,670 | $3,064-12.8% | $5,211-48.8% | $1,963+36.1% |
| Participant deferral / active EE | $3,614 | $4,678-22.8% | $6,282-42.5% | $3,054+18.3% |
| Admin fee / account holder | $253 | $458-44.8% | $9,324-97.3% | $504-49.8% |