Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $29,867 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC Service code 16 · EIN 13-2808480 | Consulting | $20,509 |
ADP BROKER-DEALER4 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,334 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $68,215 | $69,159-1.4% | $125,195-45.5% | $67,582+0.9% |
| Participation rate | 64.4% | 78.2%-13.9pp | 79.8%-15.4pp | 71.3%-6.9pp |
| Annual return | 51.58% | 27.12%+24.5pp | 43.79%+7.8pp | 378.57%-327.0pp |
| Employer contribution / active EE | $2,198 | $2,023+8.6% | $3,866-43.1% | $2,148+2.3% |
| Participant deferral / active EE | $4,671 | $3,700+26.3% | $4,937-5.4% | $3,539+32.0% |
| Admin fee / account holder | $182 | $142+28.7% | $9,704-98.1% | $142+28.2% |