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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $4,409 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $786 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,822 | $73,102-82.5% | $123,552-89.6% | $56,287-77.2% |
| Participation rate | 57.3% | 74.3%-17.0pp | 82.3%-25.0pp | 69.9%-12.5pp |
| Annual return | -14.60% | 3.01%-17.6pp | 119.20%-133.8pp | -9.96%-4.6pp |
| Employer contribution / active EE | $945 | $2,977-68.3% | $4,628-79.6% | $2,111-55.3% |
| Participant deferral / active EE | $2,548 | $5,423-53.0% | $6,426-60.4% | $3,350-23.9% |
| Admin fee / account holder | $7 | $554-98.8% | $9,285-99.9% | $521-98.7% |