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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $19,168 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $10,969 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,938 | $75,388-81.5% | $123,553-88.7% | $55,725-75.0% |
| Participation rate | 68.9% | 75.7%-6.8pp | 82.3%-13.4pp | 70.9%-1.9pp |
| Annual return | -4.03% | 4.48%-8.5pp | 119.21%-123.2pp | 244.93%-249.0pp |
| Employer contribution / active EE | $1,623 | $3,063-47.0% | $4,628-64.9% | $2,078-21.9% |
| Participant deferral / active EE | $2,699 | $5,651-52.2% | $6,426-58.0% | $3,356-19.6% |
| Admin fee / account holder | $93 | $120-22.3% | $9,284-99.0% | $115-19.2% |