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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $5,352 |
STONES RIVER CONSULTING1 year Service code 15 · EIN 45-3783933 | Recordkeeping | $400 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $98 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,720 | $86,341-78.3% | $125,192-85.0% | $65,185-71.3% |
| Participation rate | 21.5% | 75.3%-53.8pp | 79.8%-58.3pp | 70.2%-48.7pp |
| Annual return | 29.40% | 27.44%+2.0pp | 43.79%-14.4pp | 29.38%0pp |
| Employer contribution / active EE | $842 | $2,040-58.7% | $3,866-78.2% | $2,177-61.3% |
| Participant deferral / active EE | $1,394 | $3,538-60.6% | $4,937-71.8% | $3,514-60.3% |
| Admin fee / account holder | $167 | $609-72.6% | $9,704-98.3% | $847-80.3% |