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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $35,586 |
BEACON CAPITAL, LLC4 years Filed as: BEACON CAPITAL LLC Service code 27 · EIN 81-4841158 | Advisory (Plan) | $13,532 |
PARADIGM BENEFITS LLC2 years Filed as: PARADIGM BENEFITS, LLC Service code 15 · EIN 42-1482611 | Recordkeeping | $6,248 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $786 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $4 |
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.)
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 | $33,632 | $24,891+35.1% | $69,632-51.7% | $74,478-54.8% |
| Participation rate | 69.9% | 63.4%+6.5pp | 66.4%+3.5pp | 67.2%+2.7pp |
| Annual return | 14.02% | 18.53%-4.5pp | 101.32%-87.3pp | 1370.56%-1356.5pp |
| Employer contribution / active EE | $991 | $1,005-1.4% | $1,708-42.0% | $2,626-62.3% |
| Participant deferral / active EE | $2,656 | $1,908+39.2% | $2,889-8.1% | $4,350-38.9% |
| Admin fee / account holder | $407 | $1,904-78.6% | $4,695-91.3% | $1,946-79.1% |