Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $52,762 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $49,423 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,755 | $50,902-18.0% | $155,534-73.2% | $77,736-46.3% |
| Participation rate | 30.9% | 63.1%-32.1pp | 78.2%-47.3pp | 70.6%-39.6pp |
| Annual return | 11.72% | 34.85%-23.1pp | 64.92%-53.2pp | 31.26%-19.5pp |
| Employer contribution / active EE | $918 | $1,991-53.9% | $4,675-80.4% | $2,728-66.4% |
| Participant deferral / active EE | $2,187 | $2,824-22.6% | $5,630-61.2% | $4,651-53.0% |
| Admin fee / account holder | $240 | $437-45.1% | $15,900-98.5% | $433-44.6% |