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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $39,422 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 16 · EIN 13-2808480 | Consulting | $22,959 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,924 | $49,451+9.0% | $79,550-32.2% | $66,914-19.4% |
| Participation rate | 61.3% | 61.3%-0.1pp | 69.5%-8.2pp | 69.8%-8.5pp |
| Annual return | -19.60% | 84.25%-103.9pp | 0.16%-19.8pp | 1.58%-21.2pp |
| Employer contribution / active EE | $532 | $1,266-57.9% | $2,413-77.9% | $2,544-79.1% |
| Participant deferral / active EE | $3,697 | $3,159+17.1% | $3,985-7.2% | $4,237-12.7% |
| Admin fee / account holder | $427 | $595-28.1% | $6,832-93.7% | $593-28.0% |