Filed September 11, 1992
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.
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| Provider | Service type | Compensation |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $173,507 |
SOCORRO PARTNERS1 year Service code 10 1450 BICKELL AVE · MIAMI, FL 33131 | Accounting | $27,500 |
RSM US LLP10+ years Service code 10 · EIN 42-0714325 | Accounting | $21,879 |
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 | $78,614 | $76,209+3.2% | $81,370-3.4% | $200,096-60.7% |
| Participation rate | 71.8% | 76.4%-4.5pp | 69.5%+2.3pp | 72.0%-0.2pp |
| Annual return | 15.29% | 15.55%-0.3pp | 24.85%-9.6pp | 34.26%-19.0pp |
| Employer contribution / active EE | $1,732 | $2,807-38.3% | $2,464-29.7% | $3,038-43.0% |
| Participant deferral / active EE | $4,696 | $4,210+11.6% | $3,885+20.9% | $5,090-7.7% |
| Admin fee / account holder | $232 | $146+58.6% | $5,749-96.0% | $269-14.0% |