Filed February 7, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $737 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $725 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,831 | $60,545-34.2% | $92,233-56.8% | $69,631-42.8% |
| Participation rate | 63.5% | 72.2%-8.7pp | 76.5%-13.0pp | 70.7%-7.2pp |
| Annual return | 15.49% | 19.71%-4.2pp | 176.28%-160.8pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $1,089 | $2,633-58.7% | $3,679-70.4% | $2,032-46.4% |
| Participant deferral / active EE | $3,563 | $2,828+26.0% | $3,897-8.6% | $3,224+10.5% |
| Admin fee / account holder | $3 | $145-97.8% | $5,194-99.9% | $110-97.1% |