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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $50,887 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $4,052 |
THE RETIREMENT ADVANTAGE INC2 years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 15 · EIN 39-1816008 | Recordkeeping | $3,592 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,331 | $79,519+9.8% | $95,960-9.0% | $73,412+19.0% |
| Participation rate | 74.1% | 81.2%-7.1pp | 77.1%-3.0pp | 72.2%+1.9pp |
| Annual return | 26.87% | 19.20%+7.7pp | 91.63%-64.8pp | 59.30%-32.4pp |
| Employer contribution / active EE | $2,233 | $2,048+9.0% | $2,541-12.1% | $2,2340% |
| Participant deferral / active EE | $7,961 | $4,138+92.4% | $4,167+91.1% | $3,806+109.2% |
| Admin fee / account holder | $196 | $184+6.5% | $6,797-97.1% | $158+24.4% |