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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $69,309 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $39,586 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $4,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,828 | $44,626-1.8% | $86,209-49.2% | $80,149-45.3% |
| Participation rate | 6.6% | 63.5%-56.9pp | 69.0%-62.4pp | 72.9%-66.3pp |
| Annual return | 12.42% | 19.61%-7.2pp | 1169.05%-1156.6pp | 40.39%-28.0pp |
| Employer contribution / active EE | $334 | $1,099-69.6% | $2,381-86.0% | $2,977-88.8% |
| Participant deferral / active EE | $482 | $2,769-82.6% | $3,986-87.9% | $5,015-90.4% |
| Admin fee / account holder | $272 | $133+104.3% | $6,853-96.0% | $145+87.7% |