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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $19,080 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-2808480 | Advisory (Plan) | $8,915 |
ASCENSUS LLC2 years Service code 17 · EIN 82-3719843 | Pension Consulting | $2,701 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,338 | $35,986+34.3% | $77,482-37.6% | $73,488-34.2% |
| Participation rate | 32.0% | 40.8%-8.9pp | 54.2%-22.2pp | 70.7%-38.7pp |
| Annual return | 12.67% | 19.26%-6.6pp | 54.79%-42.1pp | 28.51%-15.8pp |
| Employer contribution / active EE | $172 | $557-69.1% | $986-82.5% | $2,270-92.4% |
| Participant deferral / active EE | $384 | $1,198-67.9% | $1,861-79.3% | $3,740-89.7% |
| Admin fee / account holder | $495 | $466+6.3% | $2,858-82.7% | $513-3.5% |