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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $5,786 |
THE BENEFIT PRACTICE1 year Service code 15 · EIN 13-4144565 | Recordkeeping | $2,475 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $735 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $172,130 | $79,523+116.5% | $140,019+22.9% | $56,289+205.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | -3.45% | 2.39%-5.8pp | 651.17%-654.6pp | -9.96%+6.5pp |
| Employer contribution / active EE | $15,508 | $3,350+362.9% | $5,605+176.7% | $2,111+634.6% |
| Participant deferral / active EE | $11,835 | $5,129+130.8% | $6,927+70.9% | $3,350+253.3% |
| Admin fee / account holder | $55 | $614-91.0% | $10,705-99.5% | $521-89.4% |