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 |
|---|---|---|
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $83,135 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,201 |
RBT CPAS, LLP2 years Filed as: RBT CPAS Service code 10 · EIN 14-1604297 | Accounting | $14,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $70,744 | $45,382+55.9% | $154,110-54.1% | $75,289-6.0% |
| Participation rate | 55.5% | 65.9%-10.4pp | 83.0%-27.5pp | 72.4%-16.9pp |
| Annual return | -2.49% | -0.47%-2.0pp | 735.22%-737.7pp | -0.04%-2.5pp |
| Employer contribution / active EE | $899 | $1,533-41.3% | $5,298-83.0% | $2,405-62.6% |
| Participant deferral / active EE | $3,316 | $2,384+39.1% | $5,081-34.7% | $3,739-11.3% |
| Admin fee / account holder | $11 | $89-88.2% | $13,412-99.9% | $102-89.7% |