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 | $528,710 |
KELLY SERVICES INC2+ years Service code 50 999 W BIG BEAVER RD · TROY, MI 48084 | Direct Payment | $19,546 |
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 | $20,674 | $26,033-20.6% | $74,577-72.3% | $329,111-93.7% |
| Participation rate | 4.4% | 26.0%-21.6pp | 68.1%-63.7pp | 67.9%-63.5pp |
| Annual return | 8.44% | 33.64%-25.2pp | 20.47%-12.0pp | 16.35%-7.9pp |
| Employer contribution / active EE | $100 | $317-68.6% | $2,525-96.1% | $2,303-95.7% |
| Participant deferral / active EE | $171 | $825-79.2% | $3,458-95.0% | $3,682-95.3% |
| Admin fee / account holder | $65 | $62+3.8% | $4,138-98.4% | $754-91.4% |