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 | $418,675 |
KELLY SERVICES INC1+ years Service code 50 · EIN 38-1510762 | Direct Payment | $12,193 |
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 | $19,500 | $23,187-15.9% | $67,704-71.2% | $69,651-72.0% |
| Participation rate | 4.4% | 20.5%-16.1pp | 67.5%-63.1pp | 66.6%-62.1pp |
| Annual return | -0.17% | 599.89%-600.1pp | 25.41%-25.6pp | 53.77%-53.9pp |
| Employer contribution / active EE | $101 | $277-63.7% | $2,559-96.1% | $2,241-95.5% |
| Participant deferral / active EE | $163 | $676-75.9% | $3,585-95.5% | $3,635-95.5% |
| Admin fee / account holder | $54 | $65-16.9% | $4,255-98.7% | $63-14.8% |