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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,849 |
Filed as: CREATIVE RETIREMENT SYSTEMS, INC Service code 15 · EIN 31-1299207 | Recordkeeping | $130 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $81 |
CETERA ADVISOR NETWORKS LLC2+ years Filed as: CETERA FINANCIAL GROUP Service code 22 · EIN 30-0588666 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,262 | $75,183-81.0% | $123,894-88.5% | $55,167-74.1% |
| Participation rate | 27.0% | 72.8%-45.8pp | 81.4%-54.4pp | 69.0%-42.0pp |
| Annual return | 11.09% | 19.01%-7.9pp | 47.52%-36.4pp | 169.23%-158.1pp |
| Employer contribution / active EE | $723 | $2,823-74.4% | $4,617-84.3% | $1,963-63.2% |
| Participant deferral / active EE | $977 | $5,084-80.8% | $5,984-83.7% | $3,054-68.0% |
| Admin fee / account holder | $66 | $663-90.1% | $8,357-99.2% | $504-87.0% |