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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $80,000 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,663 |
RBT CPAS, LLP4 years Filed as: RBT CPAS Service code 10 · EIN 14-1604297 | Accounting | $5,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $84,829 | $56,095+51.2% | $178,510-52.5% | $90,274-6.0% |
| Participation rate | 56.0% | 65.6%-9.5pp | 81.9%-25.9pp | 73.4%-17.3pp |
| Annual return | 14.06% | 28.81%-14.8pp | 151.13%-137.1pp | 53.97%-39.9pp |
| Employer contribution / active EE | $927 | $1,572-41.1% | $5,011-81.5% | $2,523-63.3% |
| Participant deferral / active EE | $3,777 | $2,669+41.5% | $5,202-27.4% | $4,231-10.7% |
| Admin fee / account holder | $11 | $101-89.0% | $13,988-99.9% | $114-90.3% |