See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 | Other Services | $8,310 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $670 |
Filed as: MERRILL LYNCH LIFE AGENCY INC. Service code 49 · EIN 13-2808480 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,792 | $44,873-24.7% | $79,464-57.5% | $56,287-40.0% |
| Participation rate | 36.3% | 68.7%-32.5pp | 73.3%-37.1pp | 69.9%-33.6pp |
| Annual return | -2.61% | 0.81%-3.4pp | 718.14%-720.8pp | -9.96%+7.3pp |
| Employer contribution / active EE | $435 | $2,140-79.7% | $2,800-84.5% | $2,111-79.4% |
| Participant deferral / active EE | $1,304 | $2,746-52.5% | $3,704-64.8% | $3,350-61.1% |
| Admin fee / account holder | $17 | $418-95.9% | $5,113-99.7% | $521-96.7% |