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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $10,014 |
Service code 15 · EIN 61-1291181 | Recordkeeping | $1,350 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $510 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $32,364 | $36,767-12.0% | $81,473-60.3% | $62,293-48.0% |
| Participation rate | 41.3% | 54.4%-13.1pp | 68.0%-26.6pp | 69.5%-28.2pp |
| Annual return | 20.34% | 173.80%-153.5pp | 38.78%-18.4pp | 28.90%-8.6pp |
| Employer contribution / active EE | $271 | $1,128-76.0% | $2,568-89.5% | $2,042-86.8% |
| Participant deferral / active EE | $913 | $2,111-56.7% | $3,537-74.2% | $3,169-71.2% |
| Admin fee / account holder | $131 | $797-83.6% | $4,561-97.1% | $479-72.7% |