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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $36,952 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $20,201 |
ASCENSUS LLC1+ years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $3,677 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,648 | $84,499-68.5% | $125,391-78.7% | $66,949-60.2% |
| Participation rate | 99.3% | 76.4%+22.9pp | 82.4%+16.9pp | 69.8%+29.5pp |
| Annual return | -11.13% | -8.49%-2.6pp | 572.41%-583.5pp | 1.57%-12.7pp |
| Employer contribution / active EE | $1,912 | $3,554-46.2% | $4,816-60.3% | $2,545-24.9% |
| Participant deferral / active EE | $4,155 | $6,785-38.8% | $7,448-44.2% | $4,239-2.0% |
| Admin fee / account holder | $233 | $685-66.0% | $10,009-97.7% | $594-60.7% |