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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $16,555 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,632 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $22,051 | $60,165-63.3% | $74,184-70.3% | $55,167-60.0% |
| Participation rate | 34.7% | 74.2%-39.4pp | 76.6%-41.9pp | 69.0%-34.3pp |
| Annual return | 117.81% | 10.00%+107.8pp | 17.74%+100.1pp | 169.23%-51.4pp |
| Employer contribution / active EE | $928 | $1,600-42.0% | $2,370-60.8% | $1,963-52.7% |
| Participant deferral / active EE | $1,972 | $2,973-33.6% | $3,550-44.4% | $3,054-35.4% |
| Admin fee / account holder | $16 | $419-96.3% | $5,586-99.7% | $504-96.9% |