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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS. CO Service code 15 · EIN 36-6071399 | Recordkeeping | $135,892 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $44,554 |
Filed as: 360 PAYROLL INTEGRATION, CORP Service code 17 · EIN 83-3880266 | Pension Consulting | $8,911 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,816 | $37,418+6.4% | $77,096-48.4% | $77,906-48.9% |
| Participation rate | 27.9% | 46.9%-19.0pp | 67.9%-40.0pp | 73.7%-45.8pp |
| Annual return | -14.33% | -7.13%-7.2pp | 42.35%-56.7pp | 12.16%-26.5pp |
| Employer contribution / active EE | $480 | $1,200-60.0% | $2,814-83.0% | $2,846-83.2% |
| Participant deferral / active EE | $1,602 | $2,572-37.7% | $4,429-63.8% | $4,805-66.7% |
| Admin fee / account holder | $241 | $126+91.4% | $5,428-95.6% | $133+81.9% |