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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 | $101,591-50.6% | $147,096-65.9% | $74,429-32.5% |
| Participation rate | 91.9% | 75.5%+16.3pp | 82.2%+9.7pp | 67.2%+24.7pp |
| Annual return | 13.23% | 8746.45%-8733.2pp | 419.75%-406.5pp | 1368.38%-1355.2pp |
| Employer contribution / active EE | $2,695 | $3,813-29.3% | $4,936-45.4% | $2,625+2.7% |
| Participant deferral / active EE | $5,467 | $7,302-25.1% | $8,071-32.3% | $4,348+25.7% |
| Admin fee / account holder | $229 | $1,750-86.9% | $13,005-98.2% | $1,944-88.2% |