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 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Investment Mgmt Fees | $183,103 |
MERCER6+ years Service code 11 · EIN 13-2834414 99 HIGH STREET · BOSTON, MA 02110 | Actuarial | $163,250 |
Service code 10 · EIN 72-0464428 | Accounting | $11,000 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 101 S TRYON ST · CHARLOTTE, NC 28280 | Bank Trustee | $6,398 |
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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 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 | $409,661-100.0% | $733,756-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.1%-3.1pp | 1.7%-1.7pp |
| Annual return | 11.30% | 13.37%-2.1pp | 8.35%+3.0pp | 627.08%-615.8pp |
| Employer contribution / active EE | $14,865 | $19,895-25.3% | $27,010-45.0% | $18,824-21.0% |
| Participant deferral / active EE | $0 | $0 | $180-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $19,421-100.0% | $1,923-100.0% |