Filed October 29, 2019 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FEDERMAN LALLY & REMIS, LLC3 years Service code 10 · EIN 06-1326802 | Accounting | $12,000 |
PASI, LLC3 years Service code 13 · EIN 26-1407929 | Contract Administrator | $9,623 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 · EIN 13-5674085 | Other Commissions | $0 |
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 | $51,138 | $70,917-27.9% | $98,920-48.3% | $73,493-30.4% |
| Participation rate | 100.0% | 73.8%+26.2pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 18.63% | 34.18%-15.5pp | 196.47%-177.8pp | 28.51%-9.9pp |
| Employer contribution / active EE | $2,423 | $2,037+19.0% | $2,689-9.9% | $2,270+6.8% |
| Participant deferral / active EE | $5,675 | $3,501+62.1% | $4,245+33.7% | $3,740+51.7% |
| Admin fee / account holder | $71 | $535-86.6% | $6,643-98.9% | $513-86.1% |