Filed February 24, 2012 (most recent of 3 filings on file)
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 | $14,768 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $4,814 | $51,447-90.6% | $104,656-95.4% | $73,415-93.4% |
| Participation rate | 100.0% | 68.2%+31.8pp | 74.1%+25.9pp | 72.2%+27.8pp |
| Annual return | 10.18% | 25.06%-14.9pp | 340.70%-330.5pp | 59.30%-49.1pp |
| Employer contribution / active EE | $0 | $1,441-100.0% | $2,682-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $0 | $3,058-100.0% | $3,738-100.0% | $3,806-100.0% |
| Admin fee / account holder | $14 | $122-88.2% | $6,466-99.8% | $158-90.9% |