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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $23,786 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC Service code 27 · EIN 13-2808480 | Advisory (Plan) | $11,492 |
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.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,112 | $101,672-85.1% | $147,117-89.7% | $74,478-79.7% |
| Participation rate | 56.8% | 75.5%-18.7pp | 82.2%-25.4pp | 67.2%-10.4pp |
| Annual return | 4.43% | 8757.83%-8753.4pp | 420.54%-416.1pp | 1370.56%-1366.1pp |
| Employer contribution / active EE | $122 | $3,813-96.8% | $4,932-97.5% | $2,626-95.3% |
| Participant deferral / active EE | $710 | $7,305-90.3% | $8,065-91.2% | $4,350-83.7% |
| Admin fee / account holder | $237 | $1,753-86.5% | $12,993-98.2% | $1,946-87.8% |