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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES & COMPANY Service code 27 · EIN 43-0345811 | Advisory (Plan) | $35,377 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $19,499 |
Filed as: NORTHWESTERN WISCONSIN ASSOCIATES, Service code 15 · EIN 39-1444845 | Recordkeeping | $4,125 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $2,853 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,454 | $106,264-27.1% | $147,117-47.4% | $77,762-0.4% |
| Participation rate | 41.2% | 78.4%-37.2pp | 82.2%-41.0pp | 70.6%-29.4pp |
| Annual return | 17.70% | 56.94%-39.2pp | 420.54%-402.8pp | 31.27%-13.6pp |
| Employer contribution / active EE | $2,433 | $4,074-40.3% | $4,932-50.7% | $2,728-10.8% |
| Participant deferral / active EE | $1,786 | $8,003-77.7% | $8,065-77.8% | $4,651-61.6% |
| Admin fee / account holder | $324 | $334-3.1% | $12,993-97.5% | $433-25.2% |