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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH LIFE AGENCY Service code 22 · EIN 13-2808480 | Insurance Broker | $75,418 |
RETIREMENT STRATEGIES, INC.2+ years Filed as: RETIREMENT STRATEGIES INC Service code 13 | Contract Administrator | $14,155 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH I Service code 22 | Insurance Broker | $11,354 |
Service code 17 · EIN 58-2380163 | Pension Consulting | $4,229 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 1400 MERRILL LYNCH DRIVE · PENNINGTON, NJ 08534 | Recordkeeping | $935 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 22 · EIN 13-5674085 | 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 | $167,042 | $75,183+122.2% | $123,894+34.8% | $55,167+202.8% |
| Participation rate | 97.9% | 72.8%+25.1pp | 81.4%+16.5pp | 69.0%+28.9pp |
| Annual return | 7.22% | 19.01%-11.8pp | 47.52%-40.3pp | 169.23%-162.0pp |
| Employer contribution / active EE | $2,282 | $2,823-19.2% | $4,617-50.6% | $1,963+16.3% |
| Participant deferral / active EE | $8,516 | $5,084+67.5% | $5,984+42.3% | $3,054+178.8% |
| Admin fee / account holder | $28 | $663-95.7% | $8,357-99.7% | $504-94.4% |