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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS. CO Service code 15 · EIN 36-6071399 | Recordkeeping | $48,250 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $14,681 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,404 | $50,956-67.8% | $96,572-83.0% | $86,821-81.1% |
| Participation rate | 11.2% | 65.2%-54.1pp | 69.8%-58.7pp | 72.3%-61.1pp |
| Annual return | 14.18% | 21.27%-7.1pp | 37.79%-23.6pp | 97.94%-83.8pp |
| Employer contribution / active EE | $0 | $1,111-100.0% | $2,357-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $286 | $2,954-90.3% | $3,850-92.6% | $4,132-93.1% |
| Admin fee / account holder | $204 | $166+23.1% | $6,183-96.7% | $170+20.5% |