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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $47,777 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 22 · EIN 13-2808480 | Insurance Broker | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $6,371 | $67,166-90.5% | $57,356-88.9% | $55,191-88.5% |
| Participation rate | 95.0% | 77.7%+17.3pp | 75.1%+19.9pp | 69.2%+25.8pp |
| Annual return | -1.78% | 4.22%-6.0pp | 24.41%-26.2pp | 10.78%-12.6pp |
| Employer contribution / active EE | $458 | $2,812-83.7% | $2,689-83.0% | $1,899-75.9% |
| Participant deferral / active EE | $1,125 | $2,835-60.3% | $3,162-64.4% | $3,046-63.1% |
| Admin fee / account holder | $58 | $44+32.3% | $3,357-98.3% | $91-36.5% |