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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $7,271 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $2,616 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,623 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $48,513 | $71,666-32.3% | $117,861-58.8% | $69,631-30.3% |
| Participation rate | 77.0% | 77.5%-0.6pp | 79.7%-2.7pp | 70.7%+6.3pp |
| Annual return | 15.30% | 18.86%-3.6pp | 335.11%-319.8pp | 27571.02%-27555.7pp |
| Employer contribution / active EE | $1,223 | $1,889-35.2% | $3,786-67.7% | $2,032-39.8% |
| Participant deferral / active EE | $3,266 | $3,340-2.2% | $4,482-27.1% | $3,224+1.3% |
| Admin fee / account holder | $17 | $120-86.1% | $8,021-99.8% | $110-84.8% |