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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH 13-2808480 Service code 22 | Insurance Broker | $6,174 |
Service code 15 · EIN 58-2380163 | Recordkeeping | $2,862 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $1,412 |
Filed as: MERRILL LYNCH Service code 22 · EIN 13-2808480 | Insurance Broker | $0 |
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 | $68,926 | $59,191+16.4% | $76,767-10.2% | $56,289+22.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | -4.02% | 6.62%-10.6pp | 2.43%-6.5pp | -9.96%+5.9pp |
| Employer contribution / active EE | $3,272 | $1,759+86.0% | $2,485+31.6% | $2,111+55.0% |
| Participant deferral / active EE | $3,890 | $3,255+19.5% | $3,852+1.0% | $3,350+16.1% |
| Admin fee / account holder | $19 | $489-96.1% | $6,675-99.7% | $521-96.4% |