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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $4,977 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC. Service code 22 · EIN 41-0973005 | Insurance Broker | $2,688 |
RED BANK PENSION SERVICES, INC.1+ years Service code 15 · EIN 22-2755116 | Recordkeeping | $650 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $549 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
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 | $13,139 | $62,324-78.9% | $68,509-80.8% | $55,191-76.2% |
| Participation rate | 67.5% | 78.9%-11.4pp | 74.7%-7.3pp | 69.2%-1.7pp |
| Annual return | 0.67% | 4.26%-3.6pp | 8.27%-7.6pp | 10.78%-10.1pp |
| Employer contribution / active EE | $413 | $2,223-81.4% | $2,278-81.9% | $1,899-78.3% |
| Participant deferral / active EE | $2,895 | $3,425-15.5% | $3,382-14.4% | $3,046-5.0% |
| Admin fee / account holder | $23 | $91-75.2% | $5,275-99.6% | $91-75.0% |