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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $5,058 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $202 |
LPL FINANCIAL2 years Service code 22 · EIN 95-2834236 | 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.
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 | $17,497 | $95,416-81.7% | $185,823-90.6% | $85,850-79.6% |
| Participation rate | 58.0% | 68.8%-10.8pp | 81.7%-23.7pp | 69.3%-11.4pp |
| Annual return | 33.82% | 23.59%+10.2pp | 122.05%-88.2pp | 318.53%-284.7pp |
| Employer contribution / active EE | $10 | $3,314-99.7% | $5,167-99.8% | $2,565-99.6% |
| Participant deferral / active EE | $1,006 | $3,423-70.6% | $5,568-81.9% | $3,952-74.5% |
| Admin fee / account holder | $84 | $7,213-98.8% | $16,237-99.5% | $6,260-98.7% |