Filed July 11, 2018 (most recent of 6 filings on file)
Total covered: 10 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS PLUS Service code 15 · EIN 43-1829594 6 CITYPLACE DRIVE, SUITE 700 · ST. LOUIS, MO 63141 | Recordkeeping | $8,026 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS C Service code 15 · EIN 13-3689044 | Recordkeeping | $6,468 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,680 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,609 | $70,667-53.9% | $123,105-73.5% | $52,331-37.7% |
| Participation rate | 100.0% | 83.7%+16.3pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 2.36% | 6.23%-3.9pp | 13.22%-10.9pp | 4.54%-2.2pp |
| Employer contribution / active EE | $2,161 | $2,946-26.7% | $5,151-58.1% | $1,882+14.8% |
| Participant deferral / active EE | $2,419 | $4,493-46.2% | $6,229-61.2% | $3,022-20.0% |
| Admin fee / account holder | $82 | $506-83.8% | $9,014-99.1% | $592-86.1% |