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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS. CO Service code 15 · EIN 36-6071399 | Recordkeeping | $187,714 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $63,612 |
360 PAYROLL INTEGRATION CORP3 years Filed as: 360 PAYROLL INTEGRATION, CORP Service code 17 · EIN 83-3880266 | Pension Consulting | $12,722 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,549 | $44,897+8.1% | $84,966-42.9% | $199,593-75.7% |
| Participation rate | 31.6% | 45.7%-14.1pp | 67.5%-35.9pp | 72.0%-40.4pp |
| Annual return | 9.55% | 20.96%-11.4pp | 66.38%-56.8pp | 34.25%-24.7pp |
| Employer contribution / active EE | $636 | $1,365-53.4% | $2,727-76.7% | $3,034-79.0% |
| Participant deferral / active EE | $2,061 | $2,668-22.8% | $4,519-54.4% | $5,087-59.5% |
| Admin fee / account holder | $276 | $584-52.8% | $6,149-95.5% | $269+2.6% |