Filed February 12, 2010 (most recent of 2 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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $17,284 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,676 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,663 | $52,450+70.9% | $129,295-30.7% | $74,546+20.3% |
| Participation rate | 81.9% | 53.8%+28.0pp | 69.6%+12.3pp | 67.2%+14.7pp |
| Annual return | 10.50% | 15.65%-5.1pp | 9429.28%-9418.8pp | 1366.03%-1355.5pp |
| Employer contribution / active EE | $5,072 | $1,532+231.1% | $4,157+22.0% | $2,624+93.3% |
| Participant deferral / active EE | $3,087 | $2,797+10.3% | $4,169-26.0% | $4,347-29.0% |
| Admin fee / account holder | $30 | $2,636-98.8% | $7,665-99.6% | $1,944-98.4% |