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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $33,206 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,570 |
Service code 49 · EIN 13-5674085 | Other Services | $6,954 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,356 | $74,024-46.8% | $78,002-49.5% | $57,658-31.7% |
| Participation rate | 91.1% | 79.7%+11.3pp | 75.5%+15.5pp | 70.2%+20.8pp |
| Annual return | 10.68% | 12.14%-1.5pp | 425.99%-415.3pp | 5.13%+5.5pp |
| Employer contribution / active EE | $1,554 | $2,365-34.3% | $2,470-37.1% | $1,974-21.3% |
| Participant deferral / active EE | $2,643 | $3,533-25.2% | $3,497-24.4% | $3,061-13.7% |
| Admin fee / account holder | $26 | $93-71.6% | $5,481-99.5% | $95-72.0% |