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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH LIFE AGENCY Service code 26 · EIN 13-2808480 1400 MERRILL LYNCH DRIVE, BOA ME · PENNINGTON, NJ 08534 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,714 | $38,365+40.0% | $84,628-36.5% | $65,185-17.6% |
| Participation rate | 17.6% | 55.7%-38.0pp | 68.2%-50.6pp | 70.2%-52.6pp |
| Annual return | 29.67% | 32.00%-2.3pp | 258.80%-229.1pp | 29.38%+0.3pp |
| Employer contribution / active EE | $520 | $1,258-58.7% | $2,653-80.4% | $2,177-76.1% |
| Participant deferral / active EE | $1,083 | $2,278-52.5% | $3,900-72.2% | $3,514-69.2% |
| Admin fee / account holder | $18 | $451-96.1% | $4,914-99.6% | $847-97.9% |