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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $42,273 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $22,304 |
Service code 15 · EIN 83-4452620 | Recordkeeping | $1,481 |
ASCENSUS LLC2+ years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $175 |
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 | $30,714 | $91,439-66.4% | $135,974-77.4% | $71,511-57.0% |
| Participation rate | 94.1% | 75.7%+18.5pp | 81.9%+12.2pp | 67.9%+26.2pp |
| Annual return | 19.53% | 29.90%-10.4pp | 68.30%-48.8pp | 28.86%-9.3pp |
| Employer contribution / active EE | $1,990 | $3,705-46.3% | $4,859-59.0% | $2,589-23.1% |
| Participant deferral / active EE | $4,417 | $7,093-37.7% | $7,760-43.1% | $4,291+3.0% |
| Admin fee / account holder | $244 | $1,267-80.8% | $10,767-97.7% | $1,588-84.7% |