Filed April 14, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $12,751 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 22 | Insurance Broker | $2,802 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 22 · EIN 13-2808480 | Insurance Broker | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,919 | $72,177-15.6% | $115,037-47.0% | $59,632+2.2% |
| Participation rate | 97.8% | 72.6%+25.2pp | 81.4%+16.4pp | 68.7%+29.1pp |
| Annual return | -1.19% | 12.02%-13.2pp | 26.14%-27.3pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $5,278 | $2,841+85.8% | $4,608+14.6% | $2,203+139.6% |
| Participant deferral / active EE | $3,971 | $4,783-17.0% | $6,026-34.1% | $3,192+24.4% |
| Admin fee / account holder | $99 | $4,927-98.0% | $8,175-98.8% | $4,297-97.7% |