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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $66,126 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 16 · EIN 13-2808480 | Consulting | $21,075 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,978 | $50,458-70.3% | $160,037-90.6% | $64,824-76.9% |
| Participation rate | 34.8% | 68.0%-33.3pp | 78.0%-43.2pp | 71.5%-36.7pp |
| Annual return | -14.99% | -13.42%-1.6pp | 408.95%-423.9pp | 32.84%-47.8pp |
| Employer contribution / active EE | $524 | $1,722-69.6% | $4,226-87.6% | $2,507-79.1% |
| Participant deferral / active EE | $1,619 | $4,004-59.6% | $6,184-73.8% | $4,311-62.4% |
| Admin fee / account holder | $173 | $706-75.5% | $8,716-98.0% | $188-8.1% |