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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $91,255 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $75,472 |
TG BENEFITS, INC.2 years Service code 15 · EIN 81-0831793 | Recordkeeping | $23,418 |
Filed as: MESIROW FINANCIAL Service code 27 · EIN 36-3194849 | Advisory (Plan) | $3,655 |
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.)
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 | $53,788 | $39,948+34.6% | $89,435-39.9% | $73,412-26.7% |
| Participation rate | 63.5% | 50.4%+13.0pp | 68.0%-4.5pp | 72.2%-8.7pp |
| Annual return | 23.62% | 50.12%-26.5pp | 245.55%-221.9pp | 59.30%-35.7pp |
| Employer contribution / active EE | $1,043 | $1,200-13.1% | $2,587-59.7% | $2,234-53.3% |
| Participant deferral / active EE | $4,083 | $2,193+86.2% | $3,890+5.0% | $3,806+7.3% |
| Admin fee / account holder | $401 | $134+198.7% | $4,884-91.8% | $158+153.9% |