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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $17,759 |
BEACON CAPITAL, LLC3 years Filed as: BEACON CAPITAL LLC Service code 27 · EIN 81-4841158 | Advisory (Plan) | $10,563 |
PARADIGM BENEFITS LLC1 year Filed as: PARADIGM BENEFITS, LLC Service code 15 · EIN 42-1482611 | Recordkeeping | $2,396 |
SUPERIORUSA CORPORATION1 year Service code 15 · EIN 33-1197652 | Recordkeeping | $1,755 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $628 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $203 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,940 | $27,827-39.1% | $65,255-74.0% | $71,457-76.3% |
| Participation rate | 65.9% | 57.6%+8.2pp | 65.0%+0.9pp | 67.9%-2.1pp |
| Annual return | 25.15% | 41.58%-16.4pp | 47.35%-22.2pp | 28.85%-3.7pp |
| Employer contribution / active EE | $661 | $1,405-53.0% | $1,691-60.9% | $2,588-74.5% |
| Participant deferral / active EE | $1,832 | $1,861-1.5% | $2,831-35.3% | $4,289-57.3% |
| Admin fee / account holder | $182 | $3,850-95.3% | $4,112-95.6% | $1,587-88.5% |