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| Provider | Service type | Compensation |
|---|---|---|
INTAC ACTUARIAL SERVICES4 years Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 15 · EIN 22-2446239 | Recordkeeping | $4,347 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $700 |
Filed as: MESIROW FINANCIAL, INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $531 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,893 | $62,928-73.2% | $172,752-90.2% | $67,579-75.0% |
| Participation rate | 48.9% | 64.5%-15.5pp | 82.6%-33.7pp | 71.3%-22.3pp |
| Annual return | 19.26% | 30.36%-11.1pp | 802.97%-783.7pp | 378.56%-359.3pp |
| Employer contribution / active EE | $526 | $1,636-67.8% | $5,144-89.8% | $2,148-75.5% |
| Participant deferral / active EE | $1,280 | $2,145-40.3% | $5,198-75.4% | $3,539-63.8% |
| Admin fee / account holder | $27 | $167-83.6% | $13,955-99.8% | $142-80.8% |