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 FINANCIAL LIFE INS. CO Service code 15 · EIN 36-6071399 | Recordkeeping | $35,363 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $18,157 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,705 | $54,355+52.2% | $82,7440% | $68,486+20.8% |
| Participation rate | 58.9% | 63.9%-5.0pp | 72.6%-13.7pp | 67.9%-9.0pp |
| Annual return | -15.56% | -13.67%-1.9pp | 702.22%-717.8pp | -7.85%-7.7pp |
| Employer contribution / active EE | $1,191 | $2,219-46.3% | $3,008-60.4% | $2,597-54.1% |
| Participant deferral / active EE | $3,453 | $3,246+6.3% | $4,395-21.4% | $4,028-14.3% |
| Admin fee / account holder | $772 | $4,397-82.4% | $5,325-85.5% | $5,404-85.7% |