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: MERRILL LYNCH, PIERCE, FENNER Service code 38 · EIN 13-5674085 | Participant Communication | $1,864 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,928 | $105,209-12.6% | $159,495-42.4% | $85,852+7.1% |
| Participation rate | 82.7% | 75.8%+6.9pp | 82.8%-0.1pp | 69.3%+13.4pp |
| Annual return | 15.79% | 45.08%-29.3pp | 263.72%-247.9pp | 318.66%-302.9pp |
| Employer contribution / active EE | $616 | $3,319-81.5% | $4,831-87.3% | $2,566-76.0% |
| Participant deferral / active EE | $5,758 | $5,946-3.2% | $7,354-21.7% | $3,952+45.7% |
| Admin fee / account holder | $9 | $6,935-99.9% | $10,804-99.9% | $6,261-99.9% |