Filed January 14, 2009
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 94-1687665 | Recordkeeping | $159,044 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,496 | $96,458+53.9% | $136,298+8.9% | $77,958+90.5% |
| Participation rate | 72.4% | 75.4%-3.0pp | 81.9%-9.5pp | 71.6%+0.8pp |
| Annual return | 8.88% | 23.78%-14.9pp | 5156.27%-5147.4pp | 20.87%-12.0pp |
| Employer contribution / active EE | $0 | $3,144-100.0% | $4,696-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $0 | $5,902-100.0% | $6,247-100.0% | $3,537-100.0% |
| Admin fee / account holder | $55 | $80-31.8% | $9,244-99.4% | $97-43.6% |