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 | $243,418 |
KELLY SERVICES INC2+ years Service code 50 999 W BIG BEAVER RD · TROY, MI 48084 | Direct Payment | $13,462 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $41,680 | $31,370+32.9% | $74,577-44.1% | $63,975-34.8% |
| Participation rate | 69.4% | 42.6%+26.8pp | 68.1%+1.3pp | 71.1%-1.7pp |
| Annual return | 7.65% | -105.16%+112.8pp | 20.47%-12.8pp | 48.65%-41.0pp |
| Employer contribution / active EE | $792 | $822-3.6% | $2,525-68.6% | $2,182-63.7% |
| Participant deferral / active EE | $2,620 | $1,560+68.0% | $3,458-24.2% | $3,356-21.9% |
| Admin fee / account holder | $61 | $77-20.5% | $4,138-98.5% | $70-13.4% |