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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SIDE BY SIDE FINANCIALS, INC Service code 13 | Contract Administrator | $24,573 |
Filed as: SIDE BY SIDE FINANCIALS INC Service code 13 · EIN 27-3232902 | Contract Administrator | $14,398 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 | Other Services | $10,171 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,483 |
Service code 49 | Other Services | $5,511 |
MERRIL LYNCH1 year Filed as: MERILL LYNCH PIERCE FENNER & SMITH Service code 49 · EIN 13-5674085 | Other Services | $0 |
Filed as: MERRILL LYNCH LIFE AGENCY Service code 49 · EIN 12-2808480 | Other Services | $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 | $41,706 | $56,640-26.4% | $80,977-48.5% | $57,658-27.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 75.8%+24.2pp | 70.2%+29.8pp |
| Annual return | 9.89% | 19.97%-10.1pp | 17.11%-7.2pp | 5.13%+4.8pp |
| Employer contribution / active EE | $1,240 | $2,085-40.5% | $3,715-66.6% | $1,974-37.2% |
| Participant deferral / active EE | $3,251 | $4,944-34.2% | $5,696-42.9% | $3,061+6.2% |
| Admin fee / account holder | $37 | $87-57.2% | $5,517-99.3% | $95-60.6% |