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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $22,061 |
Filed as: RETIREMENT PLAN PROFESSIONALS Service code 15 · EIN 82-3750393 | Recordkeeping | $1,260 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $310 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $20,770 | $26,549-21.8% | $61,452-66.2% | $66,938-69.0% |
| Participation rate | 25.5% | 38.1%-12.6pp | 52.6%-27.1pp | 69.8%-44.3pp |
| Annual return | -16.90% | -16.21%-0.7pp | 338.96%-355.9pp | 1.58%-18.5pp |
| Employer contribution / active EE | $588 | $651-9.7% | $1,160-49.3% | $2,545-76.9% |
| Participant deferral / active EE | $1,119 | $1,338-16.4% | $2,125-47.4% | $4,238-73.6% |
| Admin fee / account holder | $303 | $409-25.9% | $2,131-85.8% | $594-49.0% |