Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE Service code 15 · EIN 36-6071399 | Recordkeeping | $33,005 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $25,558 |
NEXUS ADMINISTRATORS, INC.2 years Filed as: NEXUS ADMINISTATORS, INC. Service code 15 · EIN 77-0586222 | Recordkeeping | $8,286 |
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 | $66,319 | $73,988-10.4% | $96,538-31.3% | $75,177-11.8% |
| Participation rate | 76.5% | 66.4%+10.1pp | 74.3%+2.2pp | 67.2%+9.3pp |
| Annual return | 17.86% | 26.73%-8.9pp | 35.74%-17.9pp | 160.75%-142.9pp |
| Employer contribution / active EE | $16,826 | $2,930+474.2% | $3,740+349.9% | $2,671+529.9% |
| Participant deferral / active EE | $6,071 | $3,660+65.9% | $4,880+24.4% | $4,126+47.1% |
| Admin fee / account holder | $424 | $5,220-91.9% | $6,737-93.7% | $5,651-92.5% |