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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 22 | Insurance Broker | $11,622 |
RETIREMENT STRATEGIES, INC.1+ years Service code 17 | Pension Consulting | $3,244 |
RETIREMENT STRATEGIES, INC.1+ years Filed as: RETIREMENT STRATEGIES Service code 17 · EIN 58-2380163 | Pension Consulting | $2,622 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $1,586 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $575 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $170 |
Filed as: MERRILL LYNCH LIFE AGENCY Service code 22 · EIN 13-2808480 | Insurance Broker | $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 | $35,036 | $52,911-33.8% | $73,309-52.2% | $59,633-41.2% |
| Participation rate | 89.9% | 68.2%+21.7pp | 74.9%+15.0pp | 68.7%+21.2pp |
| Annual return | -1.66% | 12.20%-13.9pp | 5.67%-7.3pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $1,087 | $1,909-43.1% | $3,237-66.4% | $2,203-50.7% |
| Participant deferral / active EE | $2,572 | $4,069-36.8% | $4,991-48.5% | $3,192-19.4% |
| Admin fee / account holder | $28 | $3,835-99.3% | $5,635-99.5% | $4,297-99.4% |