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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS. Service code 64 · EIN 31-6134953 440 MAMARONECK AVE. · HARRISON, NY 10528 | Recordkeeping Fees | $54,659 |
Filed as: MERRILL LYNCH LIFE AGENCY Service code 27 · EIN 13-2808480 | Advisory (Plan) | $24,988 |
UMR5+ years Service code 13 · EIN 31-1557688 333 WEST VINE STREET · LEXINGTON, KY 40507 | Contract Administrator | $19,795 |
MANLEY BURKE2 years Service code 29 · EIN 31-4758691 222 WEST COURT STREET · CINCINNATI, OH 45202 | Legal | $9,390 |
FRANK N HESTAND CPA PSC5+ years Service code 10 · EIN 61-1336870 261 REGENCY CIRCLE · LEXINGTON, KY 40503 | Accounting | $6,000 |
Participant contribution per participant 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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,110 | $91,517-84.6% | $101,275-86.1% | $73,412-80.8% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 13.29% | 17.17%-3.9pp | 46.48%-33.2pp | 59.30%-46.0pp |
| Employer contribution / active EE | $3,009 | $2,877+4.6% | $3,660-17.8% | $2,234+34.7% |
| Participant deferral / active EE | $44 | $3,338-98.7% | $4,371-99.0% | $3,806-98.9% |
| Admin fee / account holder | $147 | $216-32.0% | $5,948-97.5% | $158-7.1% |