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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $20,614 |
ERISA SERVICES, INC.2+ years Service code 15 · EIN 62-1200951 | Recordkeeping | $19,761 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $432 |
LPL FINANCIAL2+ years Service code 22 · EIN 95-2834236 | Insurance Broker | $0 |
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,759 | $73,638-89.5% | $95,964-91.9% | $73,497-89.4% |
| Participation rate | 89.4% | 76.2%+13.3pp | 77.1%+12.4pp | 70.7%+18.8pp |
| Annual return | 11.33% | 16.78%-5.5pp | 91.64%-80.3pp | 28.51%-17.2pp |
| Employer contribution / active EE | $1,118 | $1,863-40.0% | $2,541-56.0% | $2,270-50.7% |
| Participant deferral / active EE | $2,269 | $3,617-37.3% | $4,167-45.5% | $3,740-39.3% |
| Admin fee / account holder | $112 | $482-76.7% | $6,797-98.3% | $513-78.1% |