Filed April 29, 2015 (most recent of 2 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 1400 AMERICAN BLVD · PENNINGTON, NJ 085344125 | Recordkeeping | $226,740 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $32,377 | $69,651-53.5% | $75,784-57.3% | $69,651-53.5% |
| Participation rate | 29.3% | 66.6%-37.3pp | 75.8%-46.5pp | 66.6%-37.3pp |
| Annual return | -0.19% | 53.77%-54.0pp | 9.68%-9.9pp | 53.77%-54.0pp |
| Employer contribution / active EE | $732 | $2,241-67.3% | $3,323-78.0% | $2,241-67.3% |
| Participant deferral / active EE | $1,309 | $3,635-64.0% | $3,652-64.2% | $3,635-64.0% |
| Admin fee / account holder | $36 | $63-43.3% | $5,300-99.3% | $63-43.3% |