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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $91,867 |
SINGERLEWAK LLP1 year Service code 10 · EIN 95-3439541 | Accounting | $17,115 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $8,732 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,106 | $89,067+22.5% | $102,423+6.5% | $77,714+40.4% |
| Participation rate | 72.8% | 80.9%-8.1pp | 76.5%-3.7pp | 70.6%+2.2pp |
| Annual return | 21.16% | 25.01%-3.9pp | 29.42%-8.3pp | 31.26%-10.1pp |
| Employer contribution / active EE | $2,328 | $2,699-13.7% | $3,023-23.0% | $2,727-14.6% |
| Participant deferral / active EE | $9,536 | $5,147+85.3% | $5,054+88.7% | $4,649+105.1% |
| Admin fee / account holder | $279 | $236+18.3% | $9,455-97.0% | $433-35.6% |