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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $4,720 |
Filed as: ECONOMIC GROUP PENSION SERVICES, LL Service code 15 · EIN 86-2963468 | Recordkeeping | $765 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $496 |
Filed as: MML INVESTORS SERVICES, LLC Service code 22 · EIN 04-3109325 | Insurance Broker | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,937 | $55,470-58.7% | $155,556-85.3% | $74,478-69.2% |
| Participation rate | 97.6% | 61.9%+35.7pp | 78.2%+19.3pp | 67.2%+30.3pp |
| Annual return | 661.75% | 269.80%+392.0pp | 64.84%+596.9pp | 1370.56%-708.8pp |
| Employer contribution / active EE | $2,184 | $2,267-3.7% | $4,675-53.3% | $2,626-16.8% |
| Participant deferral / active EE | $621 | $2,838-78.1% | $5,631-89.0% | $4,350-85.7% |
| Admin fee / account holder | $54 | $1,744-96.9% | $15,885-99.7% | $1,946-97.2% |