Filed July 18, 2013
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 |
|---|---|---|
Filed as: MERRILL LYNCH Service code 51 · EIN 13-5674085 | Investment Mgmt Fees | $167,479 |
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $118,505 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $18,197 |
Service code 10 · EIN 72-0464428 | Accounting | $8,850 |
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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 | $0 | $211,396-100.0% | $10,105-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.1%-11.1pp | 4.3%-4.3pp |
| Annual return | -0.90% | 138.90%-139.8pp | 16.23%-17.1pp | 2.81%-3.7pp |
| Employer contribution / active EE | $10,000 | $16,232-38.4% | $17,605-43.2% | $16,358-38.9% |
| Participant deferral / active EE | $0 | $1,217-100.0% | $237-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $11-100.0% | $1,639-100.0% |