Filed August 8, 2003
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $221,429 |
CAPFINANCIAL PARTNERS LLC5+ years Filed as: CAPTRUST Service code 70 · EIN 26-0058143 | Consulting Fees | $34,778 |
KREISCHER MILLER3 years Service code 10 100 WITMER ROAD · HORSHAM, PA 19044 | Accounting | $19,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,560 | $72,066-40.9% | $81,726-47.9% | $90,274-52.9% |
| Participation rate | 87.6% | 78.9%+8.7pp | 72.0%+15.5pp | 73.4%+14.2pp |
| Annual return | 15.64% | 15.92%-0.3pp | 29.49%-13.8pp | 53.97%-38.3pp |
| Employer contribution / active EE | $319 | $2,335-86.3% | $4,311-92.6% | $2,523-87.4% |
| Participant deferral / active EE | $1,543 | $3,557-56.6% | $7,108-78.3% | $4,231-63.5% |
| Admin fee / account holder | $61 | $92-33.9% | $5,160-98.8% | $114-46.4% |