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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $10,931 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $395 |
Service code 22 · EIN 74-2794194 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $8,641 | $42,810-79.8% | $169,452-94.9% | $55,725-84.5% |
| Participation rate | 50.5% | 64.7%-14.2pp | 77.8%-27.3pp | 70.9%-20.3pp |
| Annual return | -7.56% | -3.61%-3.9pp | 1.83%-9.4pp | 244.93%-252.5pp |
| Employer contribution / active EE | $939 | $1,402-33.0% | $4,157-77.4% | $2,078-54.8% |
| Participant deferral / active EE | $1,296 | $3,141-58.8% | $5,277-75.4% | $3,356-61.4% |
| Admin fee / account holder | $62 | $106-41.6% | $9,110-99.3% | $115-46.0% |