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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $93,561 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $32,229 |
THE ANGELL PENSION GROUP, INC.6+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 15 · EIN 04-2530412 | Recordkeeping | $15,926 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,040 | $56,152-71.4% | $185,827-91.4% | $73,412-78.2% |
| Participation rate | 84.1% | 67.6%+16.6pp | 78.0%+6.1pp | 72.2%+11.9pp |
| Annual return | 14.65% | 17.59%-2.9pp | 35.96%-21.3pp | 59.30%-44.6pp |
| Employer contribution / active EE | $367 | $1,532-76.0% | $4,087-91.0% | $2,234-83.6% |
| Participant deferral / active EE | $2,480 | $3,659-32.2% | $5,633-56.0% | $3,806-34.8% |
| Admin fee / account holder | $110 | $132-17.0% | $9,502-98.8% | $158-30.6% |