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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 35-6071366 | Recordkeeping | $610 |
DUNBAR, BENDER & ZAPF, INC.1+ years Service code 15 · EIN 25-1650062 | Recordkeeping | $400 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 22 · EIN 13-2808480 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,490 | $39,245-52.9% | $64,105-71.2% | $52,331-64.7% |
| Participation rate | 62.6% | 58.2%+4.3pp | 68.2%-5.6pp | 68.1%-5.5pp |
| Annual return | 0.35% | 14.79%-14.4pp | 791.24%-790.9pp | 4.54%-4.2pp |
| Employer contribution / active EE | $464 | $736-37.0% | $1,820-74.5% | $1,882-75.4% |
| Participant deferral / active EE | $904 | $1,992-54.6% | $2,822-68.0% | $3,022-70.1% |
| Admin fee / account holder | $92 | $592-84.4% | $4,499-98.0% | $592-84.4% |