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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $37,556 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $22,288 |
COMPASS 360, LLC1 year Filed as: COMPASS 360 LLC Service code 15 · EIN 81-1939215 | Recordkeeping | $9,500 |
Filed as: SOUTHEASTERN EMPLOYEE BENEFIT SRV Service code 15 · EIN 20-5923747 | Recordkeeping | $4,320 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,803 | $53,546-42.5% | $69,890-55.9% | $68,490-55.0% |
| Participation rate | 75.3% | 64.5%+10.8pp | 70.5%+4.8pp | 67.9%+7.4pp |
| Annual return | -20.36% | -13.87%-6.5pp | 190.84%-211.2pp | -7.85%-12.5pp |
| Employer contribution / active EE | $2,143 | $2,019+6.1% | $2,560-16.3% | $2,597-17.5% |
| Participant deferral / active EE | $3,495 | $2,957+18.2% | $3,848-9.2% | $4,028-13.2% |
| Admin fee / account holder | $526 | $4,693-88.8% | $6,267-91.6% | $5,403-90.3% |