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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $31,801 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $31,320 |
PASI, LLC3 years Service code 15 · EIN 26-1407927 | Recordkeeping | $5,890 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,856 | $82,979-88.1% | $102,412-90.4% | $77,736-87.3% |
| Participation rate | 80.6% | 71.5%+9.0pp | 74.5%+6.0pp | 70.6%+10.0pp |
| Annual return | 41.06% | 19.11%+21.9pp | 24.94%+16.1pp | 31.26%+9.8pp |
| Employer contribution / active EE | $1,576 | $3,554-55.7% | $3,870-59.3% | $2,728-42.2% |
| Participant deferral / active EE | $2,209 | $4,109-46.2% | $5,060-56.3% | $4,651-52.5% |
| Admin fee / account holder | $65 | $639-89.8% | $8,388-99.2% | $433-85.0% |