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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $26,406 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,469 |
WILSHIRE ASSOCIATES INCORPORATED2+ 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 | $46,092 | $107,378-57.1% | $108,582-57.6% | $57,658-20.1% |
| Participation rate | 74.6% | 77.1%-2.5pp | 79.6%-5.0pp | 70.2%+4.4pp |
| Annual return | 8.16% | 12.80%-4.6pp | -51.70%+59.9pp | 5.13%+3.0pp |
| Employer contribution / active EE | $1,284 | $1,782-27.9% | $3,758-65.8% | $1,974-34.9% |
| Participant deferral / active EE | $3,182 | $3,221-1.2% | $4,311-26.2% | $3,061+4.0% |
| Admin fee / account holder | $21 | $108-80.4% | $7,645-99.7% | $95-77.5% |