Filed April 10, 2025 (most recent of 3 filings on file)
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 | $120,394 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $36,672 |
BKD, LLP1 year Filed as: BKD CPA'S & ADVISORS Service code 10 · EIN 44-0160260 | Accounting | $14,200 |
Service code 49 · EIN 13-5674085 | Other Services | $5,275 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $58,825 | $31,424+87.2% | $81,473-27.8% | $69,631-15.5% |
| Participation rate | 42.3% | 50.8%-8.6pp | 68.0%-25.7pp | 70.7%-28.4pp |
| Annual return | 10.55% | 22.44%-11.9pp | 38.78%-28.2pp | 27571.02%-27560.5pp |
| Employer contribution / active EE | $345 | $1,029-66.4% | $2,568-86.6% | $2,032-83.0% |
| Participant deferral / active EE | $1,948 | $1,838+6.0% | $3,537-44.9% | $3,224-39.6% |
| Admin fee / account holder | $236 | $103+130.2% | $4,561-94.8% | $110+113.8% |