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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $18,497 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $7,749 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $4,038 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,631 | $51,288-81.2% | $81,991-88.3% | $73,412-86.9% |
| Participation rate | 45.0% | 64.0%-19.0pp | 69.3%-24.2pp | 72.2%-27.2pp |
| Annual return | 14.26% | 29.48%-15.2pp | 41.31%-27.0pp | 59.30%-45.0pp |
| Employer contribution / active EE | $385 | $1,487-74.1% | $2,498-84.6% | $2,234-82.8% |
| Participant deferral / active EE | $744 | $2,715-72.6% | $3,722-80.0% | $3,806-80.4% |
| Admin fee / account holder | $143 | $125+14.0% | $5,665-97.5% | $158-9.5% |