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 | $1,845 |
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $861 |
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 | $60,928 | $78,419-22.3% | $133,982-54.5% | $73,415-17.0% |
| Participation rate | 48.9% | 78.6%-29.7pp | 79.8%-30.9pp | 72.2%-23.2pp |
| Annual return | 15.92% | 33.35%-17.4pp | 45.10%-29.2pp | 59.30%-43.4pp |
| Employer contribution / active EE | $1,288 | $2,044-37.0% | $3,919-67.1% | $2,234-42.4% |
| Participant deferral / active EE | $2,265 | $3,925-42.3% | $5,047-55.1% | $3,806-40.5% |
| Admin fee / account holder | $18 | $161-88.9% | $8,930-99.8% | $158-88.6% |