Filed April 5, 2008 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $19,052 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC Service code 27 · EIN 13-2808480 | Advisory (Plan) | $15,151 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $85,221 | $37,446+127.6% | $77,552+9.9% | $79,856+6.7% |
| Participation rate | 62.9% | 41.5%+21.4pp | 54.2%+8.7pp | 69.6%-6.8pp |
| Annual return | 11.14% | 39.76%-28.6pp | 54.82%-43.7pp | 31.71%-20.6pp |
| Employer contribution / active EE | $1,237 | $637+94.1% | $987+25.3% | $2,471-50.0% |
| Participant deferral / active EE | $2,608 | $1,261+106.8% | $1,861+40.1% | $3,741-30.3% |
| Admin fee / account holder | $412 | $2,506-83.6% | $2,859-85.6% | $5,306-92.2% |