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: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $20,514 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 22 · EIN 13-2808480 | Insurance Broker | $4,864 |
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 | $84,433 | $53,412+58.1% | $68,509+23.2% | $52,331+61.3% |
| Participation rate | 78.3% | 71.7%+6.6pp | 74.7%+3.5pp | 68.1%+10.2pp |
| Annual return | 1.36% | 3.42%-2.1pp | 8.27%-6.9pp | 4.54%-3.2pp |
| Employer contribution / active EE | $3,236 | $1,607+101.4% | $2,278+42.1% | $1,882+72.0% |
| Participant deferral / active EE | $5,006 | $2,688+86.2% | $3,382+48.0% | $3,022+65.6% |
| Admin fee / account holder | $138 | $461-70.0% | $5,275-97.4% | $592-76.7% |