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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $53,551 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $28,380 |
Service code 15 · EIN 83-4452620 | Recordkeeping | $1,875 |
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 | $35,718 | $101,591-64.8% | $147,096-75.7% | $74,429-52.0% |
| Participation rate | 92.5% | 75.5%+17.0pp | 82.2%+10.4pp | 67.2%+25.3pp |
| Annual return | 17.18% | 8746.45%-8729.3pp | 419.75%-402.6pp | 1368.38%-1351.2pp |
| Employer contribution / active EE | $2,062 | $3,813-45.9% | $4,936-58.2% | $2,625-21.4% |
| Participant deferral / active EE | $4,575 | $7,302-37.4% | $8,071-43.3% | $4,348+5.2% |
| Admin fee / account holder | $281 | $1,750-83.9% | $13,005-97.8% | $1,944-85.5% |