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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $21,376 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $14,423 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $1,045 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $48,907 | $59,107-17.3% | $86,439-43.4% | $68,495-28.6% |
| Participation rate | 95.3% | 75.2%+20.1pp | 80.3%+15.0pp | 67.9%+27.5pp |
| Annual return | -27.90% | -0.23%-27.7pp | 4395.55%-4423.4pp | -7.84%-20.1pp |
| Employer contribution / active EE | $1,787 | $2,519-29.1% | $3,769-52.6% | $2,596-31.2% |
| Participant deferral / active EE | $8,571 | $5,901+45.2% | $6,952+23.3% | $4,028+112.8% |
| Admin fee / account holder | $354 | $5,637-93.7% | $6,732-94.7% | $5,403-93.4% |