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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $7,562 |
ADP BROKER-DEALER3 years Filed as: PENSION CONSULTANTS, INC. Service code 15 · EIN 66-1504903 | Recordkeeping | $1,655 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $843 |
Filed as: MML INVESTORS SERVICES Service code 22 · EIN 04-3109325 | Insurance Broker | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,928 | $55,446-69.5% | $155,574-89.1% | $74,429-77.3% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 12.90% | 269.20%-256.3pp | 64.87%-52.0pp | 1368.38%-1355.5pp |
| Employer contribution / active EE | $2,663 | $2,266+17.5% | $4,676-43.0% | $2,625+1.5% |
| Participant deferral / active EE | $2,097 | $2,836-26.0% | $5,629-62.7% | $4,348-51.8% |
| Admin fee / account holder | $37 | $1,743-97.9% | $15,914-99.8% | $1,944-98.1% |