Filed February 26, 2008 (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 AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $248,363 |
KELLY SERVICES INC1+ years Service code 50 999 W BIG BEAVER RD · TROY, MI 48084 | Direct Payment | $20,429 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $37,283 | $30,979+20.3% | $67,704-44.9% | $59,188-37.0% |
| Participation rate | 71.8% | 40.5%+31.3pp | 67.5%+4.3pp | 69.4%+2.4pp |
| Annual return | -0.94% | -1.74%+0.8pp | 25.41%-26.4pp | 5.51%-6.5pp |
| Employer contribution / active EE | $692 | $807-14.3% | $2,559-73.0% | $2,098-67.0% |
| Participant deferral / active EE | $2,400 | $1,603+49.7% | $3,585-33.1% | $3,265-26.5% |
| Admin fee / account holder | $62 | $81-23.9% | $4,255-98.6% | $92-33.2% |