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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $14,296 |
Filed as: CREATIVE RETIREMENT SYSTEMS, INC Service code 15 · EIN 31-1299207 | Recordkeeping | $1,560 |
Filed as: MESIROW FINANCIAL Service code 27 · EIN 36-3194849 | Advisory (Plan) | $669 |
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.
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 | $21,995 | $100,801-78.2% | $149,715-85.3% | $73,412-70.0% |
| Participation rate | 31.3% | 77.7%-46.4pp | 82.5%-51.2pp | 72.2%-40.9pp |
| Annual return | 21.64% | 265.34%-243.7pp | 276.66%-255.0pp | 59.30%-37.7pp |
| Employer contribution / active EE | $1,314 | $3,312-60.3% | $4,645-71.7% | $2,234-41.2% |
| Participant deferral / active EE | $2,492 | $6,404-61.1% | $6,842-63.6% | $3,806-34.5% |
| Admin fee / account holder | $87 | $181-52.1% | $9,310-99.1% | $158-45.2% |