Filed February 15, 2005 (most recent of 4 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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH-PIERCE, FENNER, SMITH Service code 15 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Recordkeeping | $772,495 |
Filed as: MERRILL LYNCH-FENNER, PIERCE, SMITH Service code 52 | Indirect Investment Fees | $164,429 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $45,906 | $96,381-52.4% | $140,019-67.2% | $73,367-37.4% |
| Participation rate | 95.7% | 90.1%+5.6pp | 87.5%+8.2pp | 69.5%+26.2pp |
| Annual return | 4.17% | -4.30%+8.5pp | 651.19%-647.0pp | 173.45%-169.3pp |
| Employer contribution / active EE | $1,916 | $4,168-54.0% | $5,605-65.8% | $2,499-23.3% |
| Participant deferral / active EE | $4,023 | $6,186-35.0% | $6,927-41.9% | $4,033-0.2% |
| Admin fee / account holder | $44 | $100-55.7% | $10,705-99.6% | $68-35.3% |