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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $7,493 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 22 · EIN 13-2808480 | Insurance Broker | $2,406 |
Filed as: NATIONAL RETIREMENT SERVICES, INC Service code 17 · EIN 33-0962367 | Pension Consulting | $2,080 |
Filed as: NATIONAL RETIREMENT SERVICES Service code 15 | Recordkeeping | $1,237 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $6,989 | $33,745-79.3% | $64,105-89.1% | $55,191-87.3% |
| Participation rate | 79.3% | 59.4%+19.9pp | 68.2%+11.1pp | 69.2%+10.1pp |
| Annual return | -0.90% | 4.95%-5.8pp | 791.24%-792.1pp | 10.78%-11.7pp |
| Employer contribution / active EE | $387 | $641-39.7% | $1,820-78.8% | $1,899-79.6% |
| Participant deferral / active EE | $1,930 | $1,929+0.1% | $2,822-31.6% | $3,046-36.6% |
| Admin fee / account holder | $12 | $94-87.3% | $4,499-99.7% | $91-86.8% |