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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 6108 VILLAGE OAKS DRIVE · PENSACOLA, FL 32504 | Contract Administrator | $3,590 |
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $1,913 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 55 1215 4TH AVE 26TH FLOOR · SEATTLE, WA 98161 | Other Commissions | $0 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 55 · EIN 13-5674085 | 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 | $27,948 | $80,177-65.1% | $123,894-77.4% | $57,658-51.5% |
| Participation rate | 82.0% | 74.4%+7.5pp | 81.4%+0.6pp | 70.2%+11.8pp |
| Annual return | 21.76% | 17.90%+3.9pp | 47.52%-25.8pp | 5.13%+16.6pp |
| Employer contribution / active EE | $2,196 | $2,913-24.6% | $4,617-52.4% | $1,974+11.3% |
| Participant deferral / active EE | $5,171 | $5,130+0.8% | $5,984-13.6% | $3,061+69.0% |
| Admin fee / account holder | $15 | $106-85.5% | $8,357-99.8% | $95-83.7% |