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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO. Service code 15 · EIN 36-6071399 | Recordkeeping | $15,284 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $10,008 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $60,662 | $53,774+12.8% | $134,162-54.8% | $79,856-24.0% |
| Participation rate | 91.5% | 58.8%+32.8pp | 72.2%+19.4pp | 69.6%+21.9pp |
| Annual return | 18.10% | 19.01%-0.9pp | 36.35%-18.2pp | 31.71%-13.6pp |
| Employer contribution / active EE | $712 | $1,322-46.1% | $3,705-80.8% | $2,471-71.2% |
| Participant deferral / active EE | $2,283 | $2,420-5.7% | $3,500-34.8% | $3,741-39.0% |
| Admin fee / account holder | $320 | $3,985-92.0% | $6,685-95.2% | $5,306-94.0% |