Filed July 29, 2006 (most recent of 3 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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: BANK OF AMERICA MERRILL LYNCH Service code 15 · EIN 13-5674085 | Recordkeeping | $1,745,061 |
MCAFEE & TAFT9 years Service code 29 · EIN 73-0781676 | Legal | $89,903 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $45,900 |
PRICEWATERHOUSECOOPERS LLP3 years Service code 10 · EIN 13-4008324 | Accounting | $45,000 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $30,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,707 | $140,910-61.9% | $76,030-29.4% | $106,553-49.6% |
| Participation rate | 64.1% | 64.1%-0.1pp | 69.1%-5.0pp | 69.8%-5.7pp |
| Annual return | 7.62% | 16.51%-8.9pp | 361.54%-353.9pp | 17.37%-9.7pp |
| Employer contribution / active EE | $1,094 | $5,354-79.6% | $2,688-59.3% | $3,359-67.4% |
| Participant deferral / active EE | $3,245 | $5,004-35.2% | $4,257-23.8% | $5,562-41.7% |
| Admin fee / account holder | $75 | $117-36.4% | $6,421-98.8% | $80-6.3% |