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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 36-6071399 | Recordkeeping | $69,159 |
CORNWELL JACKSON1+ years Service code 10 · EIN 27-4461251 | Accounting | $13,454 |
Filed as: MESIROW FINANCIAL INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $5,561 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,054 | $55,182-45.5% | $73,309-59.0% | $55,191-45.5% |
| Participation rate | 68.0% | 73.9%-5.9pp | 74.9%-6.9pp | 69.2%-1.1pp |
| Annual return | -1.74% | 8.55%-10.3pp | 5.67%-7.4pp | 10.78%-12.5pp |
| Employer contribution / active EE | $806 | $1,935-58.3% | $3,237-75.1% | $1,899-57.5% |
| Participant deferral / active EE | $2,521 | $4,641-45.7% | $4,991-49.5% | $3,046-17.3% |
| Admin fee / account holder | $96 | $68+40.4% | $5,635-98.3% | $91+5.9% |