Filed January 26, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MESIROW FINANCIAL, INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $5,472 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $553 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,864 | $142,424+57.9% | $100,534+123.7% | $74,304+202.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 80.6%+19.4pp | 60.3%+39.7pp |
| Annual return | 18.04% | 27.53%-9.5pp | 32.66%-14.6pp | 29.43%-11.4pp |
| Employer contribution / active EE | $5,466 | $5,555-1.6% | $4,346+25.8% | $2,241+143.9% |
| Participant deferral / active EE | $12,170 | $8,247+47.6% | $6,144+98.1% | $3,767+223.1% |
| Admin fee / account holder | $47 | $1,986-97.6% | $7,654-99.4% | $2,969-98.4% |