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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $74,902 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,644 |
Service code 49 · EIN 13-5674085 | Other Services | $7,490 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,619 | $50,106+54.9% | $69,779+11.2% | $57,658+34.6% |
| Participation rate | 98.0% | 70.9%+27.2pp | 71.8%+26.2pp | 70.2%+27.8pp |
| Annual return | 8.02% | 14.58%-6.6pp | 12.99%-5.0pp | 5.13%+2.9pp |
| Employer contribution / active EE | $1,969 | $1,739+13.2% | $2,338-15.8% | $1,974-0.3% |
| Participant deferral / active EE | $5,740 | $2,486+130.9% | $2,931+95.8% | $3,061+87.5% |
| Admin fee / account holder | $35 | $89-60.2% | $4,381-99.2% | $95-62.5% |