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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS. Service code 15 · EIN 31-6134953 440 MAMARONECK AVE. · HARRISON, NY 10528 | Recordkeeping | $38,164 |
Filed as: MERRILL LYNCH LIFE AGENCY Service code 28 · EIN 13-2808480 | Investment Management | $30,599 |
UMR6+ years Service code 13 · EIN 31-1557688 333 WEST VINE STREET · LEXINGTON, KY 40507 | Contract Administrator | $21,452 |
MANLEY BURKE3 years Service code 29 · EIN 31-4758691 222 WEST COURT STREET · CINCINNATI, OH 45202 | Legal | $7,087 |
FRANK N HESTAND CPA PSC6+ years Service code 10 · EIN 61-1336870 261 REGENCY CIRCLE · LEXINGTON, KY 40503 | Accounting | $6,000 |
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 | $32,278 | $78,275-58.8% | $109,163-70.4% | $86,813-62.8% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | 19.89% | 19.14%+0.7pp | 25.75%-5.9pp | 97.93%-78.0pp |
| Employer contribution / active EE | $4,444 | $3,105+43.1% | $3,723+19.4% | $2,406+84.7% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,654-100.0% | $4,131-100.0% |
| Admin fee / account holder | $256 | $198+28.9% | $6,754-96.2% | $170+50.9% |