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, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $7,200 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $49,129 | $96,261-49.0% | $76,768-36.0% | $68,904-28.7% |
| Participation rate | 96.7% | 87.0%+9.7pp | 77.0%+19.7pp | 74.1%+22.6pp |
| Annual return | -6.69% | -0.85%-5.8pp | 2.43%-9.1pp | 1.07%-7.8pp |
| Employer contribution / active EE | $2,467 | $3,303-25.3% | $2,485-0.8% | $2,540-2.9% |
| Participant deferral / active EE | $3,650 | $5,537-34.1% | $3,852-5.2% | $4,015-9.1% |
| Admin fee / account holder | $1 | $73-98.9% | $6,676-100.0% | $71-98.9% |