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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $6,078 |
ERISA SERVICES, INC.6 years Service code 15 · EIN 62-1200951 | Recordkeeping | $2,708 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $123 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,352 | $84,487-88.9% | $125,339-92.5% | $66,914-86.0% |
| Participation rate | 7.6% | 76.4%-68.8pp | 82.4%-74.7pp | 69.8%-62.2pp |
| Annual return | -15.08% | -8.39%-6.7pp | 572.05%-587.1pp | 1.58%-16.7pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $566 | $6,781-91.7% | $7,446-92.4% | $4,237-86.6% |
| Admin fee / account holder | $128 | $685-81.2% | $10,010-98.7% | $593-78.3% |