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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $91,377 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,297 |
Service code 49 · EIN 13-5674085 | Other Services | $9,136 |
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 | $76,811 | $48,261+59.2% | $68,612+12.0% | $55,725+37.8% |
| Participation rate | 95.9% | 71.0%+24.8pp | 72.2%+23.7pp | 70.9%+25.0pp |
| Annual return | -5.24% | -2.61%-2.6pp | -4.63%-0.6pp | 244.93%-250.2pp |
| Employer contribution / active EE | $2,896 | $1,742+66.2% | $2,625+10.3% | $2,078+39.3% |
| Participant deferral / active EE | $5,795 | $2,712+113.7% | $3,311+75.0% | $3,356+72.7% |
| Admin fee / account holder | $32 | $126-74.5% | $5,131-99.4% | $115-72.1% |