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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 52-2214000 | Advisory (Plan) | $18,564 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS C Service code 15 · EIN 13-3689044 | Recordkeeping | $5,766 |
Filed as: MESIROW FINANCIAL INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $70,945 | $39,245+80.8% | $64,105+10.7% | $52,331+35.6% |
| Participation rate | 38.8% | 58.2%-19.5pp | 68.2%-29.4pp | 68.1%-29.3pp |
| Annual return | -0.34% | 14.79%-15.1pp | 791.24%-791.6pp | 4.54%-4.9pp |
| Employer contribution / active EE | $329 | $736-55.3% | $1,820-81.9% | $1,882-82.5% |
| Participant deferral / active EE | $2,300 | $1,992+15.5% | $2,822-18.5% | $3,022-23.9% |
| Admin fee / account holder | $414 | $592-30.1% | $4,499-90.8% | $592-30.0% |