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 | $9,925 |
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 | $57,835 | $117,238-50.7% | $87,102-33.6% | $82,204-29.6% |
| Participation rate | 97.1% | 87.2%+9.8pp | 76.9%+20.2pp | 73.4%+23.7pp |
| Annual return | 22.91% | 25.80%-2.9pp | 28.19%-5.3pp | 26.31%-3.4pp |
| Employer contribution / active EE | $2,575 | $3,535-27.2% | $2,521+2.1% | $2,707-4.9% |
| Participant deferral / active EE | $3,889 | $5,976-34.9% | $4,048-3.9% | $4,246-8.4% |
| Admin fee / account holder | $1 | $81-98.7% | $7,493-100.0% | $76-98.7% |