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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSUR Service code 15 · EIN 36-6071399 | Recordkeeping | $26,559 |
UNITED RETIREMENT INC3 years Filed as: UNITED RETIREMENT, INC. Service code 15 · EIN 25-1759623 | Recordkeeping | $21,008 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $832 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY Service code 22 · EIN 26-4310632 | Insurance Broker | $0 |
Annual investment return 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $1,724 | $45,382-96.2% | $154,111-98.9% | $75,289-97.7% |
| Participation rate | 81.5% | 65.9%+15.6pp | 83.0%-1.5pp | 72.4%+9.1pp |
| Annual return | -8.75% | -0.47%-8.3pp | 735.18%-743.9pp | -0.04%-8.7pp |
| Employer contribution / active EE | $0 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,033 | $2,384-56.7% | $5,081-79.7% | $3,739-72.4% |
| Admin fee / account holder | $19 | $89-78.4% | $13,411-99.9% | $102-81.2% |