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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $24,124 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,620 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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 | $42,156 | $57,108-26.2% | $94,229-55.3% | $52,331-19.4% |
| Participation rate | 83.7% | 72.9%+10.7pp | 78.8%+4.9pp | 68.1%+15.5pp |
| Annual return | -0.04% | 1.47%-1.5pp | 10.68%-10.7pp | 4.54%-4.6pp |
| Employer contribution / active EE | $1,386 | $1,735-20.1% | $3,587-61.4% | $1,882-26.3% |
| Participant deferral / active EE | $3,381 | $3,040+11.2% | $4,320-21.7% | $3,022+11.9% |
| Admin fee / account holder | $24 | $546-95.6% | $6,269-99.6% | $592-96.0% |