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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $16,370 |
Filed as: MESIROW FINANCIAL INC Service code 27 | Advisory (Plan) | $391 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC (MS Service code 22 · EIN 51-0116113 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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.
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 | $9,833 | $41,854-76.5% | $73,836-86.7% | $52,331-81.2% |
| Participation rate | 62.6% | 66.2%-3.7pp | 73.4%-10.9pp | 68.1%-5.5pp |
| Annual return | 0.46% | 2.11%-1.7pp | 2268.06%-2267.6pp | 4.54%-4.1pp |
| Employer contribution / active EE | $238 | $1,920-87.6% | $2,787-91.5% | $1,882-87.3% |
| Participant deferral / active EE | $1,086 | $2,498-56.5% | $3,583-69.7% | $3,022-64.0% |
| Admin fee / account holder | $98 | $493-80.1% | $4,882-98.0% | $592-83.4% |