Filed December 13, 2005 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $6,911 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,578 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $64,495 | $57,096+13.0% | $94,229-31.6% | $55,191+16.9% |
| Participation rate | 98.1% | 75.7%+22.4pp | 78.8%+19.3pp | 69.2%+28.9pp |
| Annual return | 2.86% | 159.65%-156.8pp | 10.68%-7.8pp | 10.78%-7.9pp |
| Employer contribution / active EE | $531 | $1,708-68.9% | $3,587-85.2% | $1,899-72.0% |
| Participant deferral / active EE | $4,001 | $3,165+26.4% | $4,320-7.4% | $3,046+31.3% |
| Admin fee / account holder | $11 | $89-87.9% | $6,269-99.8% | $91-88.1% |