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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $41,906 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $19,417 |
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 | $138,508 | $44,425+211.8% | $67,834+104.2% | $55,167+151.1% |
| Participation rate | 96.2% | 59.7%+36.5pp | 68.8%+27.4pp | 69.0%+27.2pp |
| Annual return | 8.57% | 17.80%-9.2pp | 138.47%-129.9pp | 169.23%-160.7pp |
| Employer contribution / active EE | $6,181 | $1,351+357.3% | $2,403+157.2% | $1,963+214.9% |
| Participant deferral / active EE | $9,129 | $2,166+321.5% | $3,160+188.9% | $3,054+198.9% |
| Admin fee / account holder | $257 | $530-51.5% | $4,622-94.4% | $504-49.0% |