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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $64,342 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-2808480 | Advisory (Plan) | $44,545 |
WITHUMSMITH+BROWN, PC3 years Filed as: BROWN FINK BOYCE AND ASTLE Service code 10 · EIN 68-0000424 | Accounting | $9,300 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,490 | $78,275-53.4% | $109,143-66.6% | $86,799-58.0% |
| Participation rate | 72.9% | 73.8%-1.0pp | 75.9%-3.0pp | 72.3%+0.6pp |
| Annual return | 9.36% | 19.14%-9.8pp | 25.75%-16.4pp | 97.91%-88.5pp |
| Employer contribution / active EE | $1,129 | $3,105-63.7% | $3,722-69.7% | $2,405-53.1% |
| Participant deferral / active EE | $3,182 | $3,641-12.6% | $4,653-31.6% | $4,131-23.0% |
| Admin fee / account holder | $259 | $198+30.6% | $6,752-96.2% | $170+52.9% |