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 | $84,484 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,732 |
Service code 49 · EIN 13-5674085 | Other Services | $8,448 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,933 | $53,925+66.8% | $75,501+19.1% | $69,631+29.2% |
| Participation rate | 99.1% | 71.2%+27.9pp | 72.4%+26.7pp | 70.7%+28.4pp |
| Annual return | 14.47% | 17.84%-3.4pp | 27.35%-12.9pp | 27571.02%-27556.6pp |
| Employer contribution / active EE | $2,587 | $1,802+43.5% | $2,352+10.0% | $2,032+27.3% |
| Participant deferral / active EE | $6,271 | $2,569+144.1% | $3,142+99.6% | $3,224+94.5% |
| Admin fee / account holder | $33 | $97-66.4% | $5,801-99.4% | $110-70.4% |