Filed March 15, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $14,278 |
Service code 15 · EIN 31-1299207 | Recordkeeping | $11,233 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS. CO Service code 15 · EIN 36-6071399 | Recordkeeping | $7,536 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,797 | $78,607-86.3% | $105,624-89.8% | $74,478-85.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 9.08% | 15.96%-6.9pp | 116.20%-107.1pp | 1370.56%-1361.5pp |
| Employer contribution / active EE | $242 | $2,523-90.4% | $3,168-92.4% | $2,626-90.8% |
| Participant deferral / active EE | $826 | $4,325-80.9% | $5,013-83.5% | $4,350-81.0% |
| Admin fee / account holder | $121 | $2,220-94.5% | $10,961-98.9% | $1,946-93.8% |