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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $40,011 |
COMPASS 360, LLC7 years Service code 15 · EIN 81-1939215 | Recordkeeping | $34,523 |
Service code 27 · EIN 82-0775838 | Advisory (Plan) | $31,450 |
AAFCPAS, INC.1 year Filed as: AAFCPAS Service code 10 · EIN 04-2571780 | Accounting | $30,284 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $2,021 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,095 | $45,126+2.1% | $85,187-45.9% | $74,459-38.1% |
| Participation rate | 50.0% | 49.4%+0.6pp | 67.5%-17.5pp | 67.2%-17.2pp |
| Annual return | -18.22% | 26.30%-44.5pp | 66.67%-84.9pp | 1369.70%-1387.9pp |
| Employer contribution / active EE | $1,380 | $1,460-5.5% | $2,732-49.5% | $2,626-47.4% |
| Participant deferral / active EE | $3,928 | $2,738+43.4% | $4,525-13.2% | $4,350-9.7% |
| Admin fee / account holder | $756 | $2,212-65.8% | $6,162-87.7% | $1,945-61.1% |