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 | $7,730 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,514 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $68,694 | $107,378-36.0% | $108,582-36.7% | $57,661+19.1% |
| Participation rate | 96.6% | 77.1%+19.5pp | 79.6%+17.1pp | 70.2%+26.4pp |
| Annual return | 23.34% | 12.80%+10.5pp | -51.70%+75.0pp | 5.13%+18.2pp |
| Employer contribution / active EE | $514 | $1,782-71.1% | $3,758-86.3% | $1,974-73.9% |
| Participant deferral / active EE | $4,107 | $3,221+27.5% | $4,311-4.7% | $3,061+34.2% |
| Admin fee / account holder | $13 | $108-87.7% | $7,645-99.8% | $95-85.9% |