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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $5,958 |
ADP BROKER-DEALER1 year Filed as: PENSION CONSULTANTS, INC. Service code 15 · EIN 66-1504903 | Recordkeeping | $2,374 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $587 |
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 | $13,634 | $65,092-79.1% | $143,799-90.5% | $66,938-79.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -17.63% | -11.14%-6.5pp | -0.04%-17.6pp | 1.58%-19.2pp |
| Employer contribution / active EE | $2,065 | $2,362-12.5% | $4,952-58.3% | $2,545-18.8% |
| Participant deferral / active EE | $2,030 | $2,920-30.5% | $5,638-64.0% | $4,238-52.1% |
| Admin fee / account holder | $42 | $502-91.7% | $14,677-99.7% | $594-92.9% |