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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $8,175 |
Service code 15 · EIN 31-1299207 | Recordkeeping | $3,125 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $265 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $8,152 | $52,293-84.4% | $178,498-95.4% | $73,412-88.9% |
| Participation rate | 34.3% | 65.3%-31.1pp | 81.9%-47.7pp | 72.2%-37.9pp |
| Annual return | 49.91% | 34.75%+15.2pp | 151.09%-101.2pp | 59.30%-9.4pp |
| Employer contribution / active EE | $734 | $1,735-57.7% | $5,011-85.4% | $2,234-67.1% |
| Participant deferral / active EE | $931 | $2,332-60.1% | $5,202-82.1% | $3,806-75.5% |
| Admin fee / account holder | $40 | $127-68.7% | $13,985-99.7% | $158-74.7% |