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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INS COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $9,063 |
Filed as: EDWARD D JONES & COMPANY Service code 27 · EIN 43-0345811 | Advisory (Plan) | $6,101 |
Filed as: BENEFIT PLANNING CONSULTANTS, INC Service code 15 · EIN 36-3036100 | Recordkeeping | $525 |
Filed as: MESIROW FINANCIAL, INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $440 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,880 | $64,954-32.4% | $115,752-62.1% | $62,293-29.6% |
| Participation rate | 69.1% | 73.0%-3.9pp | 77.8%-8.7pp | 69.5%-0.4pp |
| Annual return | 11.48% | 24.87%-13.4pp | 19.41%-7.9pp | 28.90%-17.4pp |
| Employer contribution / active EE | $1,024 | $2,344-56.3% | $3,492-70.7% | $2,042-49.8% |
| Participant deferral / active EE | $1,956 | $3,665-46.6% | $5,204-62.4% | $3,169-38.3% |
| Admin fee / account holder | $294 | $414-29.0% | $6,278-95.3% | $479-38.7% |