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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,996 |
ASCENSUS LLC1+ years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $775 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $26 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,056 | $65,960-96.9% | $81,844-97.5% | $77,736-97.4% |
| Participation rate | 38.2% | 65.8%-27.5pp | 72.4%-34.1pp | 70.6%-32.3pp |
| Annual return | 0.00% | 26.64%-26.6pp | 778.87%-778.9pp | 31.26%-31.3pp |
| Employer contribution / active EE | $0 | $2,375-100.0% | $2,916-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $818 | $3,505-76.7% | $4,323-81.1% | $4,651-82.4% |
| Admin fee / account holder | $21 | $526-96.0% | $7,355-99.7% | $433-95.2% |