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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $37,436 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC Service code 27 · EIN 13-2808480 | Advisory (Plan) | $26,576 |
Service code 15 · EIN 45-4208939 | Recordkeeping | $1,350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,556 | $72,607-53.8% | $90,749-63.0% | $66,914-49.9% |
| Participation rate | 68.0% | 73.7%-5.6pp | 75.7%-7.7pp | 69.8%-1.8pp |
| Annual return | -16.72% | -12.28%-4.4pp | -12.16%-4.6pp | 1.58%-18.3pp |
| Employer contribution / active EE | $324 | $2,369-86.3% | $2,921-88.9% | $2,544-87.3% |
| Participant deferral / active EE | $3,240 | $3,977-18.5% | $4,564-29.0% | $4,237-23.5% |
| Admin fee / account holder | $221 | $707-68.7% | $8,445-97.4% | $593-62.7% |