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 Service code 17 · EIN 13-5674085 | Pension Consulting | $21,301 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,219 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $4,927 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $71,451 | $69,159+3.3% | $125,195-42.9% | $67,584+5.7% |
| Participation rate | 97.0% | 78.2%+18.8pp | 79.8%+17.2pp | 71.3%+25.7pp |
| Annual return | 24.02% | 27.12%-3.1pp | 43.79%-19.8pp | 378.59%-354.6pp |
| Employer contribution / active EE | $590 | $2,023-70.8% | $3,866-84.7% | $2,148-72.5% |
| Participant deferral / active EE | $4,791 | $3,700+29.5% | $4,937-3.0% | $3,540+35.4% |
| Admin fee / account holder | $20 | $142-85.7% | $9,704-99.8% | $142-85.8% |