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| Provider | Service type | Compensation |
|---|---|---|
ERISA SERVICES, INC.2 years Filed as: ERISA SERVICES OF ALABAMA, LLC Service code 15 · EIN 86-2724986 | Recordkeeping | $27,291 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $22,401 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $127 |
OSAIC WEALTH INC1 year Service code 22 · EIN 93-0987232 | Insurance Broker | $0 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,137 | $57,140-96.3% | $85,240-97.5% | $80,959-97.4% |
| Participation rate | 71.4% | 56.4%+15.0pp | 67.5%+3.9pp | 67.7%+3.8pp |
| Annual return | 6.64% | 21.71%-15.1pp | 66.75%-60.1pp | 35.67%-29.0pp |
| Employer contribution / active EE | $364 | $1,802-79.8% | $2,735-86.7% | $2,757-86.8% |
| Participant deferral / active EE | $4,722 | $3,115+51.6% | $4,527+4.3% | $4,300+9.8% |
| Admin fee / account holder | $266 | $4,992-94.7% | $6,165-95.7% | $6,925-96.2% |