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 INC Service code 49 · EIN 13-2808480 | Other Services | $37,686 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,961 |
Service code 49 · EIN 13-5674085 | Other Services | $8,134 |
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 | $47,548 | $75,284-36.8% | $91,004-47.8% | $69,631-31.7% |
| Participation rate | 83.0% | 80.4%+2.6pp | 75.6%+7.4pp | 70.7%+12.3pp |
| Annual return | 17.17% | 48.40%-31.2pp | 4.60%+12.6pp | 27571.02%-27553.8pp |
| Employer contribution / active EE | $1,500 | $2,473-39.3% | $2,456-38.9% | $2,032-26.2% |
| Participant deferral / active EE | $2,594 | $3,700-29.9% | $3,548-26.9% | $3,224-19.5% |
| Admin fee / account holder | $28 | $111-74.7% | $5,417-99.5% | $110-74.6% |