Filed November 3, 2009 (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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $81,920 |
DOEREN MAYHEW4+ years Filed as: DOEREN MAYHEW CPAS AND ADVISORS Service code 50 ONE RIVERWAY DRIVE · HOUSTON, TX 77056 | Direct Payment | $14,420 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO INSTITUTIONAL RETIREMEN Service code 50 MAC T99914-010 · WACO, TX 76702 | Direct Payment | $14,103 |
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 | $57,174 | $68,904-17.0% | $111,392-48.7% | $68,904-17.0% |
| Participation rate | 52.4% | 74.1%-21.8pp | 78.9%-26.5pp | 74.1%-21.8pp |
| Annual return | -3.46% | 1.07%-4.5pp | -2.06%-1.4pp | 1.07%-4.5pp |
| Employer contribution / active EE | $2,210 | $2,540-13.0% | $4,328-48.9% | $2,540-13.0% |
| Participant deferral / active EE | $3,250 | $4,015-19.0% | $5,567-41.6% | $4,015-19.0% |
| Admin fee / account holder | $23 | $71-68.2% | $12,266-99.8% | $71-68.2% |