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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $5,806 |
STONES RIVER CONSULTING2 years Service code 15 · EIN 45-3783933 | Recordkeeping | $700 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $137 |
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.
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 | $26,058 | $81,474-68.0% | $133,971-80.5% | $73,493-64.5% |
| Participation rate | 22.3% | 76.4%-54.0pp | 79.8%-57.5pp | 70.7%-48.4pp |
| Annual return | 18.20% | 19.40%-1.2pp | 45.09%-26.9pp | 28.51%-10.3pp |
| Employer contribution / active EE | $798 | $2,209-63.9% | $3,919-79.6% | $2,270-64.9% |
| Participant deferral / active EE | $1,388 | $3,786-63.4% | $5,047-72.5% | $3,740-62.9% |
| Admin fee / account holder | $201 | $713-71.8% | $8,929-97.7% | $513-60.8% |