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 | $136,691 |
Service code 10 · EIN 48-1246310 | Accounting | $12,525 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,315 | $2,703,213-96.6% | $165,100-44.1% | $200,096-53.9% |
| Participation rate | 96.7% | 78.4%+18.3pp | 78.6%+18.1pp | 72.0%+24.7pp |
| Annual return | 12.79% | 17.97%-5.2pp | 70.21%-57.4pp | 34.26%-21.5pp |
| Employer contribution / active EE | $7,313 | $2,973+146.0% | $4,348+68.2% | $3,038+140.7% |
| Participant deferral / active EE | $5,816 | $5,021+15.8% | $6,035-3.6% | $5,090+14.3% |
| Admin fee / account holder | $56 | $1,999-97.2% | $12,696-99.6% | $269-79.1% |