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 | $2,090 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,308 | $86,225-16.1% | $146,649-50.7% | $86,828-16.7% |
| Participation rate | 49.3% | 78.0%-28.7pp | 80.1%-30.8pp | 72.3%-23.0pp |
| Annual return | 12.20% | 31.23%-19.0pp | 22.75%-10.6pp | 97.95%-85.8pp |
| Employer contribution / active EE | $1,483 | $2,392-38.0% | $4,137-64.1% | $2,406-38.3% |
| Participant deferral / active EE | $2,389 | $4,245-43.7% | $5,506-56.6% | $4,132-42.2% |
| Admin fee / account holder | $14 | $195-92.8% | $10,281-99.9% | $170-91.7% |