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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 6108 VILLAGE OAKS DRIVE · PENSACOLA, FL 32504 | Contract Administrator | $2,640 |
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $1,544 |
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 | $31,780 | $155,795-79.6% | $136,298-76.7% | $69,631-54.4% |
| Participation rate | 83.5% | 75.2%+8.2pp | 81.9%+1.6pp | 70.7%+12.8pp |
| Annual return | 22.03% | 232464.33%-232442.3pp | 5156.27%-5134.2pp | 27571.02%-27549.0pp |
| Employer contribution / active EE | $2,460 | $2,991-17.8% | $4,696-47.6% | $2,032+21.0% |
| Participant deferral / active EE | $5,581 | $5,394+3.5% | $6,247-10.7% | $3,224+73.1% |
| Admin fee / account holder | $9 | $128-92.6% | $9,244-99.9% | $110-91.4% |