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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $11,086 |
Filed as: MERRILL LYNCH Service code 22 | Insurance Broker | $1,003 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,285 | $52,961-44.7% | $172,755-83.0% | $65,185-55.1% |
| Participation rate | 45.2% | 66.2%-21.0pp | 82.6%-37.4pp | 70.2%-25.0pp |
| Annual return | 28.31% | 30.12%-1.8pp | 802.94%-774.6pp | 29.38%-1.1pp |
| Employer contribution / active EE | $3,146 | $2,190+43.7% | $5,144-38.8% | $2,177+44.5% |
| Participant deferral / active EE | $2,889 | $2,471+16.9% | $5,198-44.4% | $3,514-17.8% |
| Admin fee / account holder | $78 | $472-83.6% | $13,955-99.4% | $847-90.8% |