See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $265,934 |
Service code 31 · EIN 46-2919997 | Named fiduciary | $138,773 |
NOVA 401(K) ASSOCIATES2 years Filed as: NOVA 401(K) ASSOCIATES LP Service code 15 · EIN 20-1181458 | Recordkeeping | $130,484 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $128,654 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS LLC Service code 10 · EIN 44-0160260 | Accounting | $38,609 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $0 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,015 | $44,626-10.3% | $86,188-53.6% | $80,160-50.1% |
| Participation rate | 80.7% | 63.5%+17.2pp | 69.0%+11.8pp | 72.9%+7.8pp |
| Annual return | 13.71% | 19.61%-5.9pp | 1168.45%-1154.7pp | 40.38%-26.7pp |
| Employer contribution / active EE | $1,149 | $1,099+4.6% | $2,380-51.7% | $2,978-61.4% |
| Participant deferral / active EE | $3,804 | $2,769+37.4% | $3,985-4.6% | $5,017-24.2% |
| Admin fee / account holder | $178 | $133+33.7% | $6,852-97.4% | $145+22.9% |