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 |
|---|---|---|
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $17,767 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,741 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $80,160 | $58,726+36.5% | $92,240-13.1% | $62,293+28.7% |
| Participation rate | 47.3% | 68.3%-21.0pp | 76.5%-29.1pp | 69.5%-22.2pp |
| Annual return | 33.67% | 43.62%-9.9pp | 176.29%-142.6pp | 28.90%+4.8pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,680-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,542 | $2,766-8.1% | $3,897-34.8% | $3,169-19.8% |
| Admin fee / account holder | $20 | $556-96.4% | $5,194-99.6% | $479-95.8% |