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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $3,016 |
BENEFIT RESOURCES, INC.2+ years Service code 15 · EIN 68-0198481 | Recordkeeping | $150 |
Filed as: MERRILL LYNCH Service code 22 · EIN 13-2808480 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,718 | $33,067-67.6% | $76,523-86.0% | $56,287-81.0% |
| Participation rate | 12.7% | 55.4%-42.7pp | 68.0%-55.3pp | 69.9%-57.2pp |
| Annual return | -1.37% | 2.72%-4.1pp | -0.27%-1.1pp | -9.96%+8.6pp |
| Employer contribution / active EE | $87 | $1,200-92.7% | $2,647-96.7% | $2,111-95.9% |
| Participant deferral / active EE | $751 | $2,240-66.5% | $3,835-80.4% | $3,350-77.6% |
| Admin fee / account holder | $117 | $537-78.2% | $4,848-97.6% | $521-77.5% |