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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE CO Service code 15 · EIN 39-0989781 | Recordkeeping | $14,566 |
Filed as: MESIROW FINANCIAL, INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $822 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,766 | $88,186-61.7% | $165,071-79.5% | $74,459-54.7% |
| Participation rate | 45.9% | 73.1%-27.2pp | 78.6%-32.7pp | 67.2%-21.3pp |
| Annual return | 16.17% | 17.13%-1.0pp | 70.17%-54.0pp | 1369.70%-1353.5pp |
| Employer contribution / active EE | $950 | $2,600-63.5% | $4,347-78.2% | $2,626-63.8% |
| Participant deferral / active EE | $1,443 | $4,505-68.0% | $6,035-76.1% | $4,350-66.8% |
| Admin fee / account holder | $117 | $2,234-94.8% | $12,695-99.1% | $1,945-94.0% |