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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 36-6071399 | Recordkeeping | $119,517 |
CORNWELL JACKSON3+ years Service code 10 · EIN 27-4461251 | Accounting | $14,290 |
Filed as: MESIROW FINANCIAL INVESTMENT Service code 27 · EIN 13-2808480 | Advisory (Plan) | $8,916 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,784 | $80,360-50.5% | $90,161-55.9% | $77,958-49.0% |
| Participation rate | 67.7% | 81.9%-14.2pp | 76.9%-9.2pp | 71.6%-4.0pp |
| Annual return | 104.97% | 24.56%+80.4pp | 34.89%+70.1pp | 20.87%+84.1pp |
| Employer contribution / active EE | $1,098 | $2,326-52.8% | $3,318-66.9% | $2,310-52.5% |
| Participant deferral / active EE | $2,169 | $5,829-62.8% | $5,287-59.0% | $3,537-38.7% |
| Admin fee / account holder | $80 | $64+25.9% | $5,943-98.6% | $97-17.6% |