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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $66,544 |
BENEFIT ADMINISTRATION, INC.1+ years Filed as: BENEFIT ADMINISTRATION INC Service code 15 · EIN 39-1884254 | Recordkeeping | $36,490 |
Filed as: MESIROW FINANCIAL INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,867 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,247 | $27,330+58.2% | $67,704-36.1% | $55,191-21.6% |
| Participation rate | 57.1% | 47.5%+9.5pp | 67.5%-10.4pp | 69.2%-12.1pp |
| Annual return | -6.38% | 8.81%-15.2pp | 25.41%-31.8pp | 10.78%-17.2pp |
| Employer contribution / active EE | $1,520 | $855+77.8% | $2,559-40.6% | $1,899-19.9% |
| Participant deferral / active EE | $4,125 | $1,709+141.4% | $3,585+15.0% | $3,046+35.4% |
| Admin fee / account holder | $387 | $109+254.0% | $4,255-90.9% | $91+326.1% |