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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 1150 SOUTH OLIVE STREET · LOS ANGELAS, CA 90015 | Recordkeeping | $46,946 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC Service code 27 · EIN 13-2808480 4804 DEER LAKE DRIVE · JACKSONVILLE, FL 32246 | Advisory (Plan) | $24,925 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $0 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $50,284 | $50,458-0.3% | $159,991-68.6% | $64,814-22.4% |
| Participation rate | 35.0% | 68.0%-33.0pp | 78.0%-43.0pp | 71.5%-36.5pp |
| Annual return | -16.34% | -13.42%-2.9pp | 408.82%-425.2pp | 32.84%-49.2pp |
| Employer contribution / active EE | $319 | $1,722-81.5% | $4,225-92.4% | $2,507-87.3% |
| Participant deferral / active EE | $2,357 | $4,004-41.1% | $6,183-61.9% | $4,310-45.3% |
| Admin fee / account holder | $374 | $706-47.0% | $8,715-95.7% | $188+99.3% |