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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $10,129 |
UNITED RETIREMENT INC3 years Filed as: UNITED RETIREMENT, INC. Service code 15 · EIN 25-1759623 | Recordkeeping | $7,727 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $641 |
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.
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 | $10,696 | $62,928-83.0% | $172,755-93.8% | $67,579-84.2% |
| Participation rate | 37.7% | 64.5%-26.8pp | 82.6%-45.0pp | 71.3%-33.6pp |
| Annual return | 20.61% | 30.36%-9.7pp | 802.94%-782.3pp | 378.56%-357.9pp |
| Employer contribution / active EE | $178 | $1,636-89.1% | $5,144-96.5% | $2,148-91.7% |
| Participant deferral / active EE | $1,077 | $2,145-49.8% | $5,198-79.3% | $3,539-69.6% |
| Admin fee / account holder | $53 | $167-68.5% | $13,955-99.6% | $142-63.1% |