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| Provider | Service type | Compensation |
|---|---|---|
MCGREGOR & ASSOCIATES, INC.3 years Service code 15 · EIN 61-1211399 | Recordkeeping | $1,155 |
Filed as: MESIROW FINANCIAL, INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $750 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $639 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,973 | $23,224+46.3% | $71,086-52.2% | $55,725-39.0% |
| Participation rate | 14.6% | 37.9%-23.3pp | 54.7%-40.0pp | 70.9%-56.2pp |
| Annual return | -6.85% | -2.87%-4.0pp | 650.59%-657.4pp | 244.93%-251.8pp |
| Employer contribution / active EE | $353 | $436-19.0% | $1,088-67.5% | $2,078-83.0% |
| Participant deferral / active EE | $633 | $929-31.8% | $1,874-66.2% | $3,356-81.1% |
| Admin fee / account holder | $23 | $118-80.6% | $3,082-99.3% | $115-80.1% |