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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 27 · EIN 13-2808480 | Advisory (Plan) | $8,860 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $3,152 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,840 | $70,917+59.1% | $98,920+14.1% | $73,497+53.5% |
| Participation rate | 74.4% | 73.8%+0.6pp | 76.0%-1.6pp | 70.7%+3.7pp |
| Annual return | 14.13% | 34.18%-20.0pp | 196.47%-182.3pp | 28.51%-14.4pp |
| Employer contribution / active EE | $3,551 | $2,037+74.3% | $2,689+32.0% | $2,270+56.4% |
| Participant deferral / active EE | $5,264 | $3,501+50.3% | $4,245+24.0% | $3,740+40.7% |
| Admin fee / account holder | $59 | $535-88.9% | $6,643-99.1% | $513-88.5% |