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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 4333 EDGEWOOD RD. NE · CEDAR RAPIDS, IA 52499 | Recordkeeping | $19,315 |
Filed as: RIMKUS, MARCIANO, & ASSOCIATES, INC Service code 15 · EIN 22-2725182 3136 WINTON ROAD SOUTH, SUITE 300 · ROCHESTER, NY 14623 | Recordkeeping | $6,152 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 353 N. CLARK STREET · CHICAGO, IL 60654 | Advisory (Plan) | $518 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,709 | $43,717-80.1% | $81,473-89.3% | $77,958-88.8% |
| Participation rate | 20.9% | 42.5%-21.6pp | 68.0%-47.0pp | 71.6%-50.7pp |
| Annual return | 18.54% | 23.83%-5.3pp | 38.78%-20.2pp | 20.87%-2.3pp |
| Employer contribution / active EE | $157 | $919-82.9% | $2,568-93.9% | $2,310-93.2% |
| Participant deferral / active EE | $517 | $1,783-71.0% | $3,537-85.4% | $3,537-85.4% |
| Admin fee / account holder | $0 | $108-100.0% | $4,561-100.0% | $97-100.0% |