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| Provider | Service type | Compensation |
|---|---|---|
RSM US LLP1+ years Service code 10 · EIN 42-0714325 | Accounting | $25,908 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 22 | Insurance Broker | $18,221 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $5,250 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 22 · EIN 13-2808480 | Insurance Broker | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $64,420 | $88,324-27.1% | $115,038-44.0% | $55,191+16.7% |
| Participation rate | 74.0% | 72.5%+1.5pp | 81.4%-7.4pp | 69.2%+4.8pp |
| Annual return | 0.54% | 6.30%-5.8pp | 26.14%-25.6pp | 10.78%-10.2pp |
| Employer contribution / active EE | $1,595 | $2,805-43.1% | $4,608-65.4% | $1,899-16.0% |
| Participant deferral / active EE | $6,009 | $5,042+19.2% | $6,026-0.3% | $3,046+97.3% |
| Admin fee / account holder | $7 | $105-93.6% | $8,175-99.9% | $91-92.6% |