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| Provider | Service type | Compensation |
|---|---|---|
ERISA SERVICES, INC.1 year Service code 15 · EIN 62-1200951 | Recordkeeping | $6,821 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $5,847 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $92 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $5,545 | $80,753-93.1% | $136,298-95.9% | $62,293-91.1% |
| Participation rate | 50.3% | 73.5%-23.3pp | 81.9%-31.7pp | 69.5%-19.3pp |
| Annual return | 23.37% | 35.83%-12.5pp | 5156.27%-5132.9pp | 28.90%-5.5pp |
| Employer contribution / active EE | $3,392 | $2,884+17.6% | $4,696-27.8% | $2,042+66.1% |
| Participant deferral / active EE | $32 | $5,164-99.4% | $6,247-99.5% | $3,169-99.0% |
| Admin fee / account holder | $89 | $525-83.1% | $9,244-99.0% | $479-81.5% |