Filed June 14, 2006 (most recent of 3 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 CONSULTING SERVICES Service code 70 · EIN 94-1687665 | Consulting Fees | $35,272 |
RSM US LLP1+ years Service code 10 · EIN 42-0714325 | Accounting | $19,235 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $275 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $76,372 | $54,320+40.6% | $67,652+12.9% | $52,331+45.9% |
| Participation rate | 92.2% | 73.6%+18.7pp | 75.7%+16.6pp | 68.1%+24.1pp |
| Annual return | 0.45% | 6.81%-6.4pp | 6625.40%-6625.0pp | 4.54%-4.1pp |
| Employer contribution / active EE | $1,867 | $1,544+21.0% | $2,266-17.6% | $1,882-0.8% |
| Participant deferral / active EE | $2,757 | $2,950-6.6% | $3,560-22.6% | $3,022-8.8% |
| Admin fee / account holder | $397 | $527-24.6% | $4,821-91.8% | $592-32.9% |