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| Provider | Service type | Compensation |
|---|---|---|
WILLIAMS KEEPERS LLC1 year Service code 10 · EIN 43-1126847 | Accounting | $7,928 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $6,181 |
PENTEGRA SERVICES, INC.3+ years Filed as: PENTEGRA RETIREMENT SERVICES- OH Service code 15 · EIN 13-3745616 6830 COMMERCE COURT DR · BLACKLICK, OH 43004 | Recordkeeping | $5,268 |
V WEALTH MANAGEMENT LLC1 year Filed as: V WEALTH MANAGEMENT, LLC Service code 27 · EIN 26-4711671 | Advisory (Plan) | $1,779 |
Filed as: MESIROW FINANCIAL INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $233 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,128 | $80,753-82.5% | $136,294-89.6% | $62,292-77.3% |
| Participation rate | 27.2% | 73.5%-46.4pp | 81.9%-54.7pp | 69.5%-42.3pp |
| Annual return | 15.84% | 35.83%-20.0pp | 5155.94%-5140.1pp | 28.90%-13.1pp |
| Employer contribution / active EE | $356 | $2,884-87.7% | $4,695-92.4% | $2,042-82.6% |
| Participant deferral / active EE | $429 | $5,164-91.7% | $6,247-93.1% | $3,169-86.5% |
| Admin fee / account holder | $381 | $525-27.5% | $9,243-95.9% | $479-20.6% |