Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $56,216 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 49 · EIN 13-2808480 | Other Services | $8,336 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $10,973 | $31,252-64.9% | $75,826-85.5% | $55,725-80.3% |
| Participation rate | 58.8% | 71.3%-12.6pp | 68.2%-9.4pp | 70.9%-12.1pp |
| Annual return | -6.62% | 2.84%-9.5pp | 1914.15%-1920.8pp | 244.93%-251.6pp |
| Employer contribution / active EE | $565 | $1,260-55.1% | $1,913-70.5% | $2,078-72.8% |
| Participant deferral / active EE | $1,146 | $2,258-49.2% | $2,862-60.0% | $3,356-65.8% |
| Admin fee / account holder | $145 | $91+58.4% | $4,726-96.9% | $115+25.8% |