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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $1,650 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 55 1215 4TH AVE 26TH FLOOR · SEATTLE, WA 98161 | Other Commissions | $0 |
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 | $25,707 | $88,324-70.9% | $115,037-77.7% | $55,191-53.4% |
| Participation rate | 70.9% | 72.5%-1.6pp | 81.4%-10.4pp | 69.2%+1.8pp |
| Annual return | 8.17% | 6.30%+1.9pp | 26.14%-18.0pp | 10.78%-2.6pp |
| Employer contribution / active EE | $2,005 | $2,805-28.5% | $4,608-56.5% | $1,899+5.6% |
| Participant deferral / active EE | $4,570 | $5,042-9.4% | $6,026-24.2% | $3,046+50.0% |
| Admin fee / account holder | $15 | $105-85.5% | $8,175-99.8% | $91-83.2% |