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 | $5,025 |
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 | $58,672 | $100,921-41.9% | $82,312-28.7% | $177,276-66.9% |
| Participation rate | 96.3% | 86.9%+9.4pp | 76.9%+19.4pp | 74.8%+21.5pp |
| Annual return | 18.37% | 20.33%-2.0pp | 25.88%-7.5pp | 21.25%-2.9pp |
| Employer contribution / active EE | $2,360 | $3,145-25.0% | $2,428-2.8% | $2,479-4.8% |
| Participant deferral / active EE | $3,431 | $5,192-33.9% | $3,706-7.4% | $3,881-11.6% |
| Admin fee / account holder | $1 | $64-98.9% | $5,608-100.0% | $154-99.6% |