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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH LIFE INSUARNCE AGENCY Service code 53 1400 MERRILL LYNCH DR · PENNINGTON, NJ 08534 | Insurance Commissions | $9,826 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,009 | $65,557-81.7% | $105,738-88.6% | $56,287-78.7% |
| Participation rate | 47.7% | 63.4%-15.7pp | 76.3%-28.6pp | 69.9%-22.1pp |
| Annual return | -8.54% | -1.32%-7.2pp | 6.27%-14.8pp | -9.96%+1.4pp |
| Employer contribution / active EE | $801 | $1,788-55.2% | $3,268-75.5% | $2,111-62.1% |
| Participant deferral / active EE | $1,575 | $2,418-34.9% | $4,080-61.4% | $3,350-53.0% |
| Admin fee / account holder | $17 | $561-97.1% | $6,913-99.8% | $521-96.8% |