Filed December 22, 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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 15 · EIN 13-5674085 | Recordkeeping | $3,975 |
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 | $52,176 | $82,422-36.7% | $67,652-22.9% | $67,505-22.7% |
| Participation rate | 92.9% | 84.2%+8.7pp | 75.7%+17.2pp | 71.2%+21.7pp |
| Annual return | -0.46% | 12.72%-13.2pp | 6625.40%-6625.9pp | 6.52%-7.0pp |
| Employer contribution / active EE | $2,312 | $2,879-19.7% | $2,266+2.0% | $2,173+6.4% |
| Participant deferral / active EE | $3,236 | $5,020-35.5% | $3,560-9.1% | $3,597-10.0% |
| Admin fee / account holder | $1 | $53-98.7% | $4,821-100.0% | $56-98.7% |