Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH LIFE AGENCY Service code 26 · EIN 13-2808480 1400 MERRILL LYNCH DR · PENNINGTON, NJ 08534 | Advisory (Participants) | $10,014 |
RETIREWELL ADMINISTRATORS3 years Filed as: RETIREWELL ADMINISTRATORS LLC Service code 15 · EIN 81-3429076 1002 LINCOLN DR W, STE H · MARLTON, NJ 08053 | Recordkeeping | $2,470 |
Service code 15 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Recordkeeping | $1,750 |
Filed as: MESIROW FINANCIAL MANAGEMENT INC Service code 49 · EIN 36-3429599 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,806 | $65,378-48.3% | $87,103-61.2% | $65,186-48.1% |
| Participation rate | 97.3% | 75.3%+22.0pp | 76.9%+20.5pp | 70.2%+27.1pp |
| Annual return | 19.22% | 31.28%-12.1pp | 28.19%-9.0pp | 29.39%-10.2pp |
| Employer contribution / active EE | $1,062 | $1,823-41.8% | $2,521-57.9% | $2,177-51.2% |
| Participant deferral / active EE | $4,085 | $3,389+20.5% | $4,049+0.9% | $3,514+16.2% |
| Admin fee / account holder | $16 | $520-96.9% | $7,491-99.8% | $847-98.1% |