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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 6108 VILLAGE OAKS DRIVE · PENSACOLA, FL 32504 | Contract Administrator | $4,167 |
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $2,775 |
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 | $28,941 | $75,388-61.6% | $123,552-76.6% | $55,725-48.1% |
| Participation rate | 85.8% | 75.7%+10.1pp | 82.3%+3.5pp | 70.9%+14.9pp |
| Annual return | 2.49% | 4.48%-2.0pp | 119.20%-116.7pp | 244.93%-242.4pp |
| Employer contribution / active EE | $2,576 | $3,063-15.9% | $4,628-44.3% | $2,078+23.9% |
| Participant deferral / active EE | $6,016 | $5,651+6.5% | $6,426-6.4% | $3,356+79.3% |
| Admin fee / account holder | $11 | $120-90.7% | $9,285-99.9% | $115-90.4% |