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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $4,546 |
THE HASLAUER GROUP, INC.3 years Filed as: THE HASLAUER GROUP Service code 15 · EIN 72-1487108 | Recordkeeping | $2,300 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $517 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,753 | $61,272-62.9% | $149,673-84.8% | $71,457-68.2% |
| Participation rate | 72.3% | 62.5%+9.8pp | 78.8%-6.5pp | 67.9%+4.3pp |
| Annual return | 19.81% | 35.85%-16.0pp | 134.42%-114.6pp | 28.85%-9.0pp |
| Employer contribution / active EE | $887 | $2,378-62.7% | $4,818-81.6% | $2,588-65.7% |
| Participant deferral / active EE | $2,906 | $2,917-0.4% | $5,680-48.8% | $4,289-32.2% |
| Admin fee / account holder | $58 | $1,261-95.4% | $13,210-99.6% | $1,587-96.3% |