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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $26,211 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $14,595 |
AZALEA ADMINISTRATION LLC2 years Filed as: AZALEA ADMINISTRATION, LLC Service code 15 · EIN 27-0711617 | Recordkeeping | $2,700 |
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 | $34,394 | $76,112-54.8% | $96,544-64.4% | $71,529-51.9% |
| Participation rate | 67.3% | 74.4%-7.1pp | 76.0%-8.7pp | 67.9%-0.7pp |
| Annual return | 22.64% | 22.80%-0.2pp | 25.88%-3.2pp | 28.97%-6.3pp |
| Employer contribution / active EE | $2,211 | $2,248-1.6% | $2,966-25.5% | $2,590-14.6% |
| Participant deferral / active EE | $4,224 | $4,217+0.2% | $4,851-12.9% | $4,291-1.6% |
| Admin fee / account holder | $248 | $2,708-90.8% | $8,254-97.0% | $1,588-84.4% |