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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE Service code 15 · EIN 36-6071399 | Recordkeeping | $40,396 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $24,218 |
Filed as: NEXUS ADMINISTATORS, INC. Service code 15 · EIN 77-0586222 | Recordkeeping | $6,375 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,444 | $64,729-26.7% | $112,263-57.7% | $68,490-30.7% |
| Participation rate | 85.9% | 67.2%+18.8pp | 75.1%+10.9pp | 67.9%+18.0pp |
| Annual return | -18.63% | -11.40%-7.2pp | 27.49%-46.1pp | -7.85%-10.8pp |
| Employer contribution / active EE | $16,152 | $2,746+488.2% | $3,636+344.2% | $2,597+522.0% |
| Participant deferral / active EE | $6,221 | $3,566+74.5% | $4,729+31.5% | $4,028+54.4% |
| Admin fee / account holder | $425 | $5,222-91.9% | $6,410-93.4% | $5,403-92.1% |