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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $26,612 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,525 |
Service code 49 · EIN 13-5674085 | Other Services | $4,630 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $43,531 | $155,795-72.1% | $136,298-68.1% | $69,631-37.5% |
| Participation rate | 93.6% | 75.2%+18.3pp | 81.9%+11.6pp | 70.7%+22.9pp |
| Annual return | 22.67% | 232464.33%-232441.7pp | 5156.27%-5133.6pp | 27571.02%-27548.4pp |
| Employer contribution / active EE | $2,883 | $2,991-3.6% | $4,696-38.6% | $2,032+41.9% |
| Participant deferral / active EE | $5,806 | $5,394+7.6% | $6,247-7.1% | $3,224+80.1% |
| Admin fee / account holder | $16 | $128-87.6% | $9,244-99.8% | $110-85.6% |