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| Provider | Service type | Compensation |
|---|---|---|
RETIREMENT STRATEGIES, INC.1+ years Filed as: RETIREMENT STRATEGIES INC Service code 15 · EIN 58-2380163 | Recordkeeping | $3,185 |
Filed as: MERRILL LYNCH AGENCY, INC Service code 22 | Insurance Broker | $1,426 |
RETIREMENT STRATEGIES, INC.1+ years Filed as: RETIREMENT STRATEGIES, INC Service code 15 | Recordkeeping | $1,294 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $470 |
Filed as: MERRILL LYNCH LIFE INSURANCE, INC Service code 22 · EIN 13-2808480 | Insurance Broker | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,839 | $57,096-60.0% | $94,228-75.8% | $55,191-58.6% |
| Participation rate | 28.7% | 75.7%-47.0pp | 78.8%-50.1pp | 69.2%-40.5pp |
| Annual return | -0.22% | 159.65%-159.9pp | 10.68%-10.9pp | 10.78%-11.0pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $3,587-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $941 | $3,165-70.3% | $4,320-78.2% | $3,046-69.1% |
| Admin fee / account holder | $20 | $89-77.1% | $6,269-99.7% | $91-77.5% |