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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $7,358 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $6,467 |
AMERIBEN1+ years Filed as: AMERIBEN/IEC GROUP Service code 15 · EIN 82-0296121 | Recordkeeping | $2,400 |
FINANCIAL INSIGHT CENTER1+ years Service code 26 · EIN 27-2207344 | Advisory (Participants) | $815 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $50 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,385 | $49,138-52.4% | $84,023-72.2% | $65,186-64.1% |
| Participation rate | 39.7% | 60.7%-21.0pp | 69.0%-29.3pp | 70.2%-30.5pp |
| Annual return | 40.48% | 23.00%+17.5pp | 71.32%-30.8pp | 29.39%+11.1pp |
| Employer contribution / active EE | $1,762 | $914+92.8% | $1,984-11.2% | $2,177-19.1% |
| Participant deferral / active EE | $2,526 | $2,397+5.4% | $3,239-22.0% | $3,514-28.1% |
| Admin fee / account holder | $164 | $543-69.8% | $6,102-97.3% | $847-80.6% |