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 | $10,558 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,544 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $72,701 | $71,666+1.4% | $117,861-38.3% | $69,634+4.4% |
| Participation rate | 95.0% | 77.5%+17.5pp | 79.7%+15.3pp | 70.7%+24.3pp |
| Annual return | 18.43% | 18.86%-0.4pp | 335.11%-316.7pp | 27572.26%-27553.8pp |
| Employer contribution / active EE | $601 | $1,889-68.2% | $3,786-84.1% | $2,032-70.4% |
| Participant deferral / active EE | $4,154 | $3,340+24.4% | $4,482-7.3% | $3,224+28.9% |
| Admin fee / account holder | $10 | $120-91.3% | $8,021-99.9% | $110-90.5% |