Filed April 1, 2012
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
FIRST PARTY ADMINISTRATOR, LLC1+ years Service code 13 · EIN 46-2023154 | Contract Administrator | $2,800 |
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $631 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 · EIN 13-2740599 | Other Commissions | $0 |
TOYA RETIREMENT INS AND ANNUITY1+ years Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,585 | $50,498-61.2% | $75,781-74.2% | $55,191-64.5% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 69.2%+30.8pp |
| Annual return | 1.21% | 1.80%-0.6pp | 9.68%-8.5pp | 10.78%-9.6pp |
| Employer contribution / active EE | $948 | $2,291-58.6% | $3,323-71.5% | $1,899-50.0% |
| Participant deferral / active EE | $3,278 | $2,589+26.6% | $3,651-10.2% | $3,046+7.6% |
| Admin fee / account holder | $25 | $123-79.9% | $5,299-99.5% | $91-72.7% |