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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 22 · EIN 13-2808480 | Insurance Broker | $5,963 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $3,350 |
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 | $96,396 | $63,314+52.3% | $91,004+5.9% | $62,293+54.7% |
| Participation rate | 72.7% | 73.3%-0.7pp | 75.6%-2.9pp | 69.5%+3.2pp |
| Annual return | 15.13% | 21.00%-5.9pp | 4.60%+10.5pp | 28.90%-13.8pp |
| Employer contribution / active EE | $2,983 | $1,807+65.0% | $2,456+21.5% | $2,042+46.1% |
| Participant deferral / active EE | $4,527 | $2,944+53.8% | $3,548+27.6% | $3,169+42.9% |
| Admin fee / account holder | $20 | $468-95.7% | $5,417-99.6% | $479-95.8% |