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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 | $106,247-27.1% | $147,096-47.3% | $77,714-0.3% |
| Participation rate | 41.2% | 78.4%-37.2pp | 82.2%-41.0pp | 70.6%-29.4pp |
| Annual return | 17.70% | 56.87%-39.2pp | 419.75%-402.1pp | 31.26%-13.6pp |
| Employer contribution / active EE | $2,433 | $4,069-40.2% | $4,936-50.7% | $2,727-10.8% |
| Participant deferral / active EE | $1,786 | $7,996-77.7% | $8,071-77.9% | $4,649-61.6% |
| Admin fee / account holder | $324 | $338-4.3% | $13,005-97.5% | $433-25.3% |