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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $13,012 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 22 · EIN 13-2808480 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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).
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 | $13,464 | $37,134-63.7% | $100,671-86.6% | $52,331-74.3% |
| Participation rate | 47.7% | 57.7%-10.0pp | 70.7%-23.1pp | 68.1%-20.4pp |
| Annual return | -4.19% | 0.10%-4.3pp | 20.43%-24.6pp | 4.54%-8.7pp |
| Employer contribution / active EE | $0 | $1,187-100.0% | $4,012-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,370 | $2,163-36.7% | $3,144-56.4% | $3,022-54.7% |
| Admin fee / account holder | $137 | $467-70.7% | $4,850-97.2% | $592-76.8% |