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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $14,974 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $5,347 |
Filed as: EVERGREEN RETIREMENT PLAN CONSULTIN Service code 15 · EIN 45-3480687 PO BOX 890 · MUKILTEO, WA 98275 | Recordkeeping | $3,000 |
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 | $15,876 | $59,839-73.5% | $81,991-80.6% | $79,852-80.1% |
| Participation rate | 93.9% | 61.6%+32.3pp | 69.3%+24.6pp | 69.6%+24.2pp |
| Annual return | 14.59% | 17.56%-3.0pp | 41.31%-26.7pp | 31.72%-17.1pp |
| Employer contribution / active EE | $922 | $1,713-46.2% | $2,498-63.1% | $2,471-62.7% |
| Participant deferral / active EE | $1,980 | $2,695-26.5% | $3,722-46.8% | $3,740-47.1% |
| Admin fee / account holder | $175 | $4,287-95.9% | $5,665-96.9% | $5,306-96.7% |