Filed April 14, 2006
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 |
|---|---|---|
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 4804 DEER LAKE DR., EAST · JACKSONVILLE, FL 32246 | Advisory (Plan) | $26,208 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS. Service code 15 · EIN 36-6071399 2000 ALAMEDA DE LAS PULGAS · SAN MATEO, CA 94403 | Recordkeeping | $14,948 |
BENEFIT RESOURCES, INC.4+ years Service code 15 · EIN 68-0198481 1545 RIVER PARK DRIVE · SACRAMENTO, CA 95815 | Recordkeeping | $14,596 |
PROPP CHRISTENSEN CANIGILIA2 years Service code 10 · EIN 26-2363334 9261 SIERRA COLLEGE BLVD. · ROSEVILLE, CA 95661 | Accounting | $8,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $84,639 | $75,388+12.3% | $123,553-31.5% | $55,725+51.9% |
| Participation rate | 66.9% | 75.7%-8.7pp | 82.3%-15.4pp | 70.9%-3.9pp |
| Annual return | -4.47% | 4.48%-9.0pp | 119.21%-123.7pp | 244.93%-249.4pp |
| Employer contribution / active EE | $3,072 | $3,063+0.3% | $4,628-33.6% | $2,078+47.8% |
| Participant deferral / active EE | $4,186 | $5,651-25.9% | $6,426-34.9% | $3,356+24.7% |
| Admin fee / account holder | $163 | $120+35.7% | $9,284-98.2% | $115+41.1% |