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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $5,432 |
Filed as: TAX SHELTERED COMPENSATION Service code 15 · EIN 41-0955056 | Recordkeeping | $625 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $542 |
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.
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 | $58,745 | $84,936-30.8% | $111,308-47.2% | $79,391-26.0% |
| Participation rate | 34.5% | 75.9%-41.4pp | 77.3%-42.8pp | 70.7%-36.2pp |
| Annual return | 22.99% | 17.45%+5.5pp | 54.67%-31.7pp | 116.88%-93.9pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,732-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $853 | $3,888-78.1% | $4,487-81.0% | $4,046-78.9% |
| Admin fee / account holder | $112 | $537-79.2% | $7,965-98.6% | $627-82.2% |