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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $22,565 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 22 · EIN 13-2808480 | Insurance Broker | $0 |
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 | $39,329 | $50,464-22.1% | $75,784-48.1% | $52,331-24.8% |
| Participation rate | 93.2% | 66.8%+26.4pp | 75.8%+17.3pp | 68.1%+25.0pp |
| Annual return | -0.96% | 1.03%-2.0pp | 9.68%-10.6pp | 4.54%-5.5pp |
| Employer contribution / active EE | $359 | $1,988-81.9% | $3,323-89.2% | $1,882-80.9% |
| Participant deferral / active EE | $1,874 | $2,570-27.1% | $3,652-48.7% | $3,022-38.0% |
| Admin fee / account holder | $136 | $1,103-87.7% | $5,300-97.4% | $592-77.0% |