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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $68,875 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,451 |
Service code 49 · EIN 13-5674085 | Other Services | $6,888 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,810 | $48,277+44.6% | $63,244+10.4% | $55,191+26.5% |
| Participation rate | 97.2% | 69.4%+27.8pp | 71.0%+26.1pp | 69.2%+28.0pp |
| Annual return | 0.24% | 2.37%-2.1pp | -70.31%+70.5pp | 10.78%-10.5pp |
| Employer contribution / active EE | $2,242 | $1,592+40.9% | $2,322-3.4% | $1,899+18.1% |
| Participant deferral / active EE | $5,691 | $2,432+134.0% | $2,953+92.7% | $3,046+86.8% |
| Admin fee / account holder | $35 | $86-59.8% | $5,893-99.4% | $91-61.9% |