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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $26,251 |
ERISA SERVICES, INC.3+ years Service code 15 · EIN 62-1200951 | Recordkeeping | $10,247 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $548 |
LPL FINANCIAL3+ years Service code 22 · EIN 95-2834236 | Insurance Broker | $0 |
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 | $8,971 | $84,936-89.4% | $111,308-91.9% | $79,391-88.7% |
| Participation rate | 89.4% | 75.9%+13.6pp | 77.3%+12.1pp | 70.7%+18.7pp |
| Annual return | 15.86% | 17.45%-1.6pp | 54.67%-38.8pp | 116.88%-101.0pp |
| Employer contribution / active EE | $713 | $1,979-64.0% | $2,732-73.9% | $2,428-70.6% |
| Participant deferral / active EE | $2,135 | $3,888-45.1% | $4,487-52.4% | $4,046-47.2% |
| Admin fee / account holder | $109 | $537-79.7% | $7,965-98.6% | $627-82.6% |