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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $12,841 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,217 |
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.
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 | $11,139 | $88,324-87.4% | $115,037-90.3% | $55,191-79.8% |
| Participation rate | 35.3% | 72.5%-37.2pp | 81.4%-46.1pp | 69.2%-33.9pp |
| Annual return | -33.67% | 6.30%-40.0pp | 26.14%-59.8pp | 10.78%-44.4pp |
| Employer contribution / active EE | $734 | $2,805-73.8% | $4,608-84.1% | $1,899-61.3% |
| Participant deferral / active EE | $3,724 | $5,042-26.1% | $6,026-38.2% | $3,046+22.2% |
| Admin fee / account holder | $26 | $105-75.4% | $8,175-99.7% | $91-71.4% |