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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $5,917 |
UNITED RETIREMENT INC1+ years Service code 15 · EIN 25-1759623 | Recordkeeping | $4,727 |
Filed as: MESIROW, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $263 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
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 | $7,438 | $37,117-80.0% | $147,617-95.0% | $55,191-86.5% |
| Participation rate | 34.8% | 63.6%-28.8pp | 84.6%-49.8pp | 69.2%-34.4pp |
| Annual return | -0.95% | 3.44%-4.4pp | 61.98%-62.9pp | 10.78%-11.7pp |
| Employer contribution / active EE | $125 | $1,620-92.3% | $5,564-97.8% | $1,899-93.4% |
| Participant deferral / active EE | $714 | $1,985-64.1% | $4,895-85.4% | $3,046-76.6% |
| Admin fee / account holder | $51 | $86-40.4% | $11,612-99.6% | $91-43.8% |