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 | $43,647 |
DOEREN MAYHEW7+ years Filed as: DOEREN MAYHEW CPAS AND ADVISORS Service code 50 ONE RIVERWAY DRIVE · HOUSTON, TX 77056 | Direct Payment | $18,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,482 | $142,386-39.3% | $152,473-43.3% | $93,010-7.0% |
| Participation rate | 52.6% | 85.6%-33.0pp | 78.2%-25.6pp | 73.9%-21.3pp |
| Annual return | 15.33% | 18.07%-2.7pp | 757.59%-742.3pp | 158.70%-143.4pp |
| Employer contribution / active EE | $2,175 | $5,485-60.3% | $4,326-49.7% | $2,705-19.6% |
| Participant deferral / active EE | $3,297 | $6,872-52.0% | $5,817-43.3% | $4,561-27.7% |
| Admin fee / account holder | $11 | $108-89.8% | $15,811-99.9% | $152-92.7% |