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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $35,013 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,363 |
Service code 49 · EIN 13-5674085 | Other Services | $5,051 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $50,428 | $74,024-31.9% | $78,002-35.3% | $57,658-12.5% |
| Participation rate | 56.5% | 79.7%-23.3pp | 75.5%-19.1pp | 70.2%-13.8pp |
| Annual return | 9.32% | 12.14%-2.8pp | 425.99%-416.7pp | 5.13%+4.2pp |
| Employer contribution / active EE | $434 | $2,365-81.6% | $2,470-82.4% | $1,974-78.0% |
| Participant deferral / active EE | $1,842 | $3,533-47.9% | $3,497-47.3% | $3,061-39.8% |
| Admin fee / account holder | $29 | $93-69.4% | $5,481-99.5% | $95-69.8% |