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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $58,550 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 22 · EIN 13-2808480 | Insurance Broker | $26,549 |
AVINTUS5+ years Filed as: AVINTUS, LLC Service code 15 · EIN 04-3682160 | Recordkeeping | $3,852 |
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.
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 | $34,480 | $64,286-46.4% | $90,970-62.1% | $73,412-53.0% |
| Participation rate | 39.7% | 63.6%-23.9pp | 69.0%-29.3pp | 72.2%-32.5pp |
| Annual return | 0.97% | 21.46%-20.5pp | 134.58%-133.6pp | 59.30%-58.3pp |
| Employer contribution / active EE | $1,003 | $895+12.2% | $2,122-52.7% | $2,234-55.1% |
| Participant deferral / active EE | $1,819 | $2,453-25.9% | $3,373-46.1% | $3,806-52.2% |
| Admin fee / account holder | $270 | $287-5.8% | $5,960-95.5% | $158+71.2% |