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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $15,401 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $10,068 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $463 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,371 | $45,109-8.3% | $85,187-51.4% | $77,736-46.8% |
| Participation rate | 37.6% | 48.7%-11.1pp | 67.5%-30.0pp | 70.6%-33.0pp |
| Annual return | 15.34% | 79.55%-64.2pp | 66.67%-51.3pp | 31.26%-15.9pp |
| Employer contribution / active EE | $965 | $1,602-39.8% | $2,732-64.7% | $2,728-64.6% |
| Participant deferral / active EE | $1,890 | $2,814-32.8% | $4,525-58.2% | $4,651-59.4% |
| Admin fee / account holder | $152 | $915-83.4% | $6,162-97.5% | $433-64.9% |