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 | $89,182 |
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 | $55,350 | $88,581-37.5% | $74,184-25.4% | $65,292-15.2% |
| Participation rate | 93.9% | 86.2%+7.7pp | 76.6%+17.2pp | 72.4%+21.4pp |
| Annual return | 10.36% | 11.72%-1.4pp | 17.74%-7.4pp | 11.84%-1.5pp |
| Employer contribution / active EE | $2,360 | $3,021-21.9% | $2,370-0.4% | $2,302+2.5% |
| Participant deferral / active EE | $3,340 | $4,898-31.8% | $3,550-5.9% | $3,579-6.7% |
| Admin fee / account holder | $14 | $60-75.8% | $5,586-99.7% | $57-74.8% |