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 |
|---|---|---|
Filed as: BANK OF AMERICA MERRILL LYNCH Service code 15 · EIN 13-5674085 | Recordkeeping | $1,707,250 |
MCAFEE & TAFT8 years Service code 29 · EIN 73-0781676 | Legal | $45,650 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $45,000 |
PRICEWATERHOUSECOOPERS LLP2 years Service code 10 · EIN 13-4008324 | Accounting | $45,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,948 | $119,999-58.4% | $70,589-29.2% | $96,393-48.2% |
| Participation rate | 63.2% | 66.2%-2.9pp | 68.4%-5.1pp | 71.3%-8.0pp |
| Annual return | 16.69% | 20.36%-3.7pp | 32.80%-16.1pp | 22.88%-6.2pp |
| Employer contribution / active EE | $978 | $4,602-78.7% | $2,977-67.1% | $3,239-69.8% |
| Participant deferral / active EE | $3,029 | $4,604-34.2% | $4,569-33.7% | $5,455-44.5% |
| Admin fee / account holder | $70 | $95-26.2% | $6,430-98.9% | $74-5.5% |