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| Provider | Service type | Compensation |
|---|---|---|
INTAC ACTUARIAL SERVICES3 years Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 15 · EIN 22-2446239 | Recordkeeping | $1,350 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $688 |
Filed as: MESIROW FINANCIAL, INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $495 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,394 | $37,196-64.0% | $154,111-91.3% | $55,725-76.0% |
| Participation rate | 40.5% | 64.1%-23.6pp | 83.0%-42.6pp | 70.9%-30.4pp |
| Annual return | -5.38% | 1319.68%-1325.1pp | 735.18%-740.6pp | 244.93%-250.3pp |
| Employer contribution / active EE | $432 | $1,614-73.2% | $5,298-91.8% | $2,078-79.2% |
| Participant deferral / active EE | $852 | $2,068-58.8% | $5,081-83.2% | $3,356-74.6% |
| Admin fee / account holder | $13 | $102-87.3% | $13,411-99.9% | $115-88.8% |