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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,979 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $5,914 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $15,426 | $80,753-80.9% | $136,298-88.7% | $62,293-75.2% |
| Participation rate | 58.3% | 73.5%-15.2pp | 81.9%-23.6pp | 69.5%-11.2pp |
| Annual return | 31.55% | 35.83%-4.3pp | 5156.27%-5124.7pp | 28.90%+2.7pp |
| Employer contribution / active EE | $1,330 | $2,884-53.9% | $4,696-71.7% | $2,042-34.9% |
| Participant deferral / active EE | $2,258 | $5,164-56.3% | $6,247-63.9% | $3,169-28.8% |
| Admin fee / account holder | $99 | $525-81.1% | $9,244-98.9% | $479-79.3% |