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 | $142,422 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,748 | $85,144-8.7% | $130,070-40.2% | $80,187-3.0% |
| Participation rate | 97.1% | 79.5%+17.6pp | 78.5%+18.6pp | 72.9%+24.2pp |
| Annual return | 18.23% | 23.78%-5.5pp | -137.40%+155.6pp | 40.40%-22.2pp |
| Employer contribution / active EE | $6,855 | $3,059+124.1% | $4,322+58.6% | $2,980+130.1% |
| Participant deferral / active EE | $5,210 | $4,992+4.4% | $5,821-10.5% | $5,016+3.9% |
| Admin fee / account holder | $41 | $392-89.7% | $10,600-99.6% | $145-72.1% |