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 | $91,688 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,567 | $91,746+17.2% | $146,649-26.6% | $93,010+15.7% |
| Participation rate | 97.4% | 80.9%+16.5pp | 80.1%+17.3pp | 73.9%+23.5pp |
| Annual return | 13.71% | 18.28%-4.6pp | 22.75%-9.0pp | 158.70%-145.0pp |
| Employer contribution / active EE | $6,195 | $2,815+120.1% | $4,137+49.7% | $2,705+129.0% |
| Participant deferral / active EE | $5,858 | $4,589+27.7% | $5,506+6.4% | $4,561+28.4% |
| Admin fee / account holder | $34 | $101-66.8% | $10,281-99.7% | $152-77.9% |