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: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $123,863 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO. Service code 15 · EIN 36-6071399 | Recordkeeping | $113,635 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,489 | $104,336+9.7% | $159,487-28.2% | $86,821+31.9% |
| Participation rate | 69.2% | 77.7%-8.5pp | 82.8%-13.6pp | 72.3%-3.1pp |
| Annual return | 45.62% | 26.32%+19.3pp | 263.71%-218.1pp | 97.94%-52.3pp |
| Employer contribution / active EE | $2,548 | $3,451-26.2% | $4,831-47.3% | $2,406+5.9% |
| Participant deferral / active EE | $7,995 | $6,837+16.9% | $7,354+8.7% | $4,132+93.5% |
| Admin fee / account holder | $232 | $172+34.5% | $10,804-97.9% | $170+36.6% |