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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $11,574 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,284 |
WILSHIRE ASSOCIATES INCORPORATED1+ 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.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $86,084 | $75,832+13.5% | $147,618-41.7% | $59,633+44.4% |
| Participation rate | 48.6% | 71.6%-22.9pp | 84.6%-36.0pp | 68.7%-20.0pp |
| Annual return | -36.61% | 0.37%-37.0pp | 61.98%-98.6pp | 2041.40%-2078.0pp |
| Employer contribution / active EE | $1,510 | $3,485-56.7% | $5,565-72.9% | $2,203-31.4% |
| Participant deferral / active EE | $4,043 | $3,131+29.1% | $4,895-17.4% | $3,192+26.7% |
| Admin fee / account holder | $49 | $5,986-99.2% | $11,612-99.6% | $4,297-98.9% |