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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $26,602 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $17,793 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,207 | $101,672-50.6% | $147,117-65.9% | $74,478-32.6% |
| Participation rate | 91.9% | 75.5%+16.3pp | 82.2%+9.7pp | 67.2%+24.7pp |
| Annual return | 13.23% | 8757.83%-8744.6pp | 420.54%-407.3pp | 1370.56%-1357.3pp |
| Employer contribution / active EE | $2,695 | $3,813-29.3% | $4,932-45.4% | $2,626+2.6% |
| Participant deferral / active EE | $5,467 | $7,305-25.2% | $8,065-32.2% | $4,350+25.7% |
| Admin fee / account holder | $229 | $1,753-86.9% | $12,993-98.2% | $1,946-88.2% |