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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE CO. Service code 15 · EIN 39-0989781 | Recordkeeping | $11,705 |
LOREN D. STARK COMPANY4+ years Service code 15 · EIN 74-1537058 | Recordkeeping | $1,680 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $493 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $29,483 | $73,102-59.7% | $123,549-76.1% | $56,287-47.6% |
| Participation rate | 23.1% | 74.3%-51.2pp | 82.3%-59.2pp | 69.9%-46.8pp |
| Annual return | -5.89% | 3.01%-8.9pp | 119.20%-125.1pp | -9.96%+4.1pp |
| Employer contribution / active EE | $171 | $2,977-94.2% | $4,628-96.3% | $2,111-91.9% |
| Participant deferral / active EE | $2,786 | $5,423-48.6% | $6,426-56.6% | $3,350-16.8% |
| Admin fee / account holder | $176 | $554-68.3% | $9,284-98.1% | $521-66.3% |