Filed January 11, 1994
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 | $46,675 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO, N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $32,160 |
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 | $96,056 | $82,783+16.0% | $133,982-28.3% | $90,274+6.4% |
| Participation rate | 98.1% | 81.3%+16.8pp | 79.8%+18.2pp | 73.4%+24.7pp |
| Annual return | 15.05% | 21.89%-6.8pp | 45.10%-30.0pp | 53.97%-38.9pp |
| Employer contribution / active EE | $6,087 | $2,388+154.9% | $3,919+55.3% | $2,523+141.2% |
| Participant deferral / active EE | $5,379 | $4,291+25.4% | $5,047+6.6% | $4,231+27.1% |
| Admin fee / account holder | $28 | $93-69.6% | $8,930-99.7% | $114-75.2% |