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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $31,720 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $23,116 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,021 | $88,360-32.1% | $145,433-58.7% | $67,986-11.7% |
| Participation rate | 91.0% | 65.5%+25.5pp | 82.1%+8.9pp | 57.2%+33.8pp |
| Annual return | 15.15% | 63.15%-48.0pp | 66.58%-51.4pp | 31.67%-16.5pp |
| Employer contribution / active EE | $3,022 | $3,054-1.0% | $4,554-33.6% | $2,019+49.7% |
| Participant deferral / active EE | $6,064 | $5,932+2.2% | $7,897-23.2% | $3,358+80.6% |
| Admin fee / account holder | $274 | $3,313-91.7% | $13,129-97.9% | $3,203-91.4% |