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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $23,377 |
Filed as: PENTEC PENSION MGMT GROUP INC. Service code 15 · EIN 75-2776689 | Recordkeeping | $930 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $473 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,489 | $64,871-46.8% | $129,118-73.3% | $66,949-48.5% |
| Participation rate | 30.8% | 74.0%-43.2pp | 77.2%-46.5pp | 69.8%-39.1pp |
| Annual return | -19.31% | -12.21%-7.1pp | -10.94%-8.4pp | 1.57%-20.9pp |
| Employer contribution / active EE | $1,182 | $3,741-68.4% | $5,051-76.6% | $2,545-53.6% |
| Participant deferral / active EE | $2,167 | $5,090-57.4% | $6,539-66.9% | $4,239-48.9% |
| Admin fee / account holder | $326 | $629-48.2% | $14,305-97.7% | $594-45.1% |