See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 31-1299207 | Recordkeeping | $1,662 |
Filed as: MESIROW FINANCIAL INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,446 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,144 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,081,660 | $64,909+3107.0% | $82,313+2429.0% | $62,292+3241.8% |
| Participation rate | 0.0% | 74.9%-74.9pp | 76.9%-76.9pp | 69.5%-69.5pp |
| Annual return | 14.41% | 21.18%-6.8pp | 25.88%-11.5pp | 28.90%-14.5pp |
| Employer contribution / active EE | $839 | $1,676-49.9% | $2,428-65.4% | $2,042-58.9% |
| Participant deferral / active EE | $3,604 | $3,103+16.1% | $3,706-2.7% | $3,169+13.7% |
| Admin fee / account holder | $1,010 | $440+129.8% | $5,608-82.0% | $479+110.7% |