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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $145,847 |
TRIDENT INSURANCE GROUP1 year Service code 17 · EIN 27-3793520 | Pension Consulting | $69,529 |
Filed as: PINNACLE FINANCIAL SERVIES, INC. Service code 15 · EIN 59-2438373 | Recordkeeping | $21,442 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $2,986 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $31,639 | $47,634-33.6% | $90,440-65.0% | $90,274-65.0% |
| Participation rate | 31.5% | 67.5%-36.0pp | 72.7%-41.2pp | 73.4%-41.8pp |
| Annual return | 20.14% | 19.61%+0.5pp | 1294.38%-1274.2pp | 53.97%-33.8pp |
| Employer contribution / active EE | $669 | $1,749-61.8% | $3,263-79.5% | $2,523-73.5% |
| Participant deferral / active EE | $1,865 | $2,824-34.0% | $3,964-53.0% | $4,231-55.9% |
| Admin fee / account holder | $395 | $106+272.3% | $5,615-93.0% | $114+246.1% |