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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS. CO Service code 15 · EIN 36-6071399 | Recordkeeping | $39,749 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $12,467 |
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 | $19,059 | $53,165-64.2% | $86,235-77.9% | $74,473-74.4% |
| Participation rate | 9.1% | 64.9%-55.8pp | 69.0%-59.9pp | 70.7%-61.7pp |
| Annual return | 15.92% | 22.64%-6.7pp | 1170.03%-1154.1pp | 34.36%-18.4pp |
| Employer contribution / active EE | $0 | $1,210-100.0% | $2,381-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $252 | $3,234-92.2% | $3,987-93.7% | $4,530-94.4% |
| Admin fee / account holder | $220 | $551-60.1% | $6,856-96.8% | $347-36.5% |