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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $52,620 |
Filed as: MERRILL LYNCH LIFE INS AGENCY Service code 27 · EIN 13-2808480 | Advisory (Plan) | $23,760 |
LPL FINANCIAL1 year Service code 27 · EIN 04-3046611 | Advisory (Plan) | $14,146 |
AMERIBEN4+ years Filed as: AMERIBEN/IEC GROUP Service code 15 · EIN 82-0296121 | Recordkeeping | $4,905 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,920 | $42,353-38.8% | $79,551-67.4% | $64,811-60.0% |
| Participation rate | 43.4% | 64.8%-21.4pp | 69.5%-26.1pp | 71.5%-28.1pp |
| Annual return | -16.46% | -12.24%-4.2pp | 0.14%-16.6pp | 32.83%-49.3pp |
| Employer contribution / active EE | $1,938 | $1,181+64.2% | $2,413-19.7% | $2,506-22.7% |
| Participant deferral / active EE | $3,087 | $3,170-2.6% | $3,985-22.5% | $4,310-28.4% |
| Admin fee / account holder | $214 | $160+34.4% | $6,833-96.9% | $188+14.2% |