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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $7,423 |
Service code 15 · EIN 75-2800849 | Recordkeeping | $350 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $120 |
CETERA ADVISOR NETWORKS LLC5 years Filed as: CETERA FINANCIAL GROUP Service code 22 · EIN 30-0588666 | 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 | $7,257 | $57,506-87.4% | $67,221-89.2% | $79,858-90.9% |
| Participation rate | 43.0% | 74.3%-31.3pp | 79.4%-36.4pp | 69.6%-26.6pp |
| Annual return | 6.29% | 18.46%-12.2pp | 20.72%-14.4pp | 31.72%-25.4pp |
| Employer contribution / active EE | $474 | $2,961-84.0% | $3,723-87.3% | $2,471-80.8% |
| Participant deferral / active EE | $725 | $3,508-79.3% | $4,384-83.5% | $3,740-80.6% |
| Admin fee / account holder | $73 | $4,029-98.2% | $5,844-98.7% | $5,306-98.6% |