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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $8,685 |
UNITED RETIREMENT INC2 years Filed as: UNITED RETIREMENT, INC. Service code 15 · EIN 25-1759623 | Recordkeeping | $8,226 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $538 |
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.
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 | $8,381 | $37,196-77.5% | $154,111-94.6% | $55,725-85.0% |
| Participation rate | 35.6% | 64.1%-28.5pp | 83.0%-47.4pp | 70.9%-35.2pp |
| Annual return | -4.84% | 1319.68%-1324.5pp | 735.18%-740.0pp | 244.93%-249.8pp |
| Employer contribution / active EE | $144 | $1,614-91.1% | $5,298-97.3% | $2,078-93.1% |
| Participant deferral / active EE | $899 | $2,068-56.5% | $5,081-82.3% | $3,356-73.2% |
| Admin fee / account holder | $52 | $102-49.2% | $13,411-99.6% | $115-55.2% |