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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $22,344 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $15,818 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,013 | $84,493-45.5% | $125,381-63.3% | $66,938-31.3% |
| Participation rate | 83.3% | 76.4%+6.9pp | 82.4%+1.0pp | 69.8%+13.5pp |
| Annual return | -17.47% | -8.49%-9.0pp | 572.31%-589.8pp | 1.58%-19.0pp |
| Employer contribution / active EE | $2,962 | $3,554-16.6% | $4,815-38.5% | $2,545+16.4% |
| Participant deferral / active EE | $5,694 | $6,783-16.1% | $7,448-23.6% | $4,238+34.3% |
| Admin fee / account holder | $237 | $685-65.4% | $10,007-97.6% | $594-60.1% |