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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $8,465 |
Filed as: MERRILL LYNCH Service code 22 · EIN 13-2808480 | Insurance Broker | $6,514 |
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 | $38,366 | $42,810-10.4% | $169,452-77.4% | $55,725-31.2% |
| Participation rate | 74.2% | 64.7%+9.5pp | 77.8%-3.6pp | 70.9%+3.4pp |
| Annual return | -5.54% | -3.61%-1.9pp | 1.83%-7.4pp | 244.93%-250.5pp |
| Employer contribution / active EE | $1,412 | $1,402+0.7% | $4,157-66.0% | $2,078-32.1% |
| Participant deferral / active EE | $2,863 | $3,141-8.9% | $5,277-45.7% | $3,356-14.7% |
| Admin fee / account holder | $23 | $106-78.2% | $9,110-99.7% | $115-79.9% |