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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $46,340 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $14,739 |
Service code 27 · EIN 13-5674085 | Advisory (Plan) | $4,157 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $84,218 | $55,449+51.9% | $83,830+0.5% | $56,287+49.6% |
| Participation rate | 83.3% | 68.0%+15.3pp | 76.1%+7.2pp | 69.9%+13.5pp |
| Annual return | -5.00% | -1.38%-3.6pp | 850.97%-856.0pp | -9.96%+5.0pp |
| Employer contribution / active EE | $616 | $2,430-74.6% | $3,631-83.0% | $2,111-70.8% |
| Participant deferral / active EE | $4,450 | $2,935+51.6% | $4,082+9.0% | $3,350+32.8% |
| Admin fee / account holder | $393 | $656-40.2% | $5,479-92.8% | $521-24.6% |