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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $938 |
HUNTINGTON NATIONAL BANK1+ years Service code 15 · EIN 31-0966785 | Recordkeeping | $325 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $125 |
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.
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 | $56,197 | $65,376-14.0% | $87,104-35.5% | $65,185-13.8% |
| Participation rate | 51.8% | 75.3%-23.5pp | 76.9%-25.1pp | 70.2%-18.4pp |
| Annual return | 32.62% | 31.27%+1.3pp | 28.19%+4.4pp | 29.38%+3.2pp |
| Employer contribution / active EE | $371 | $1,822-79.7% | $2,521-85.3% | $2,177-83.0% |
| Participant deferral / active EE | $2,474 | $3,388-27.0% | $4,048-38.9% | $3,514-29.6% |
| Admin fee / account holder | $0 | $520-100.0% | $7,491-100.0% | $847-100.0% |