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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $9,609 |
Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 15 · EIN 39-1816008 | Recordkeeping | $3,875 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $411 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,202 | $87,132-81.4% | $105,624-84.7% | $80,959-80.0% |
| Participation rate | 94.4% | 70.4%+24.0pp | 75.3%+19.2pp | 67.7%+26.8pp |
| Annual return | 10.45% | 17.03%-6.6pp | 116.20%-105.8pp | 35.67%-25.2pp |
| Employer contribution / active EE | $2,220 | $2,397-7.4% | $3,168-29.9% | $2,757-19.5% |
| Participant deferral / active EE | $3,090 | $3,985-22.5% | $5,013-38.4% | $4,300-28.2% |
| Admin fee / account holder | $116 | $8,449-98.6% | $10,961-98.9% | $6,925-98.3% |