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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INS CO Service code 15 · EIN 36-6071399 440 MAMARONECK AVENUE · HARRISON, NY 10528 | Recordkeeping | $40,455 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 27 · EIN 13-2808480 | Advisory (Plan) | $20,351 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,458 | $99,957-50.5% | $149,696-67.0% | $73,488-32.7% |
| Participation rate | 92.9% | 75.7%+17.2pp | 82.5%+10.4pp | 70.7%+22.2pp |
| Annual return | 12.28% | 53.87%-41.6pp | 276.60%-264.3pp | 28.51%-16.2pp |
| Employer contribution / active EE | $636 | $3,191-80.1% | $4,644-86.3% | $2,270-72.0% |
| Participant deferral / active EE | $3,452 | $6,073-43.1% | $6,842-49.5% | $3,740-7.7% |
| Admin fee / account holder | $342 | $551-38.0% | $9,309-96.3% | $513-33.4% |