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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $19,344 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $16,489 |
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 | $41,406 | $99,957-58.6% | $149,730-72.3% | $73,493-43.7% |
| Participation rate | 77.7% | 75.7%+2.0pp | 82.5%-4.8pp | 70.7%+7.0pp |
| Annual return | 14.70% | 53.87%-39.2pp | 276.70%-262.0pp | 28.51%-13.8pp |
| Employer contribution / active EE | $1,950 | $3,191-38.9% | $4,645-58.0% | $2,270-14.1% |
| Participant deferral / active EE | $3,481 | $6,073-42.7% | $6,843-49.1% | $3,740-6.9% |
| Admin fee / account holder | $199 | $551-63.9% | $9,310-97.9% | $513-61.2% |