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| Provider | Service type | Compensation |
|---|---|---|
BEACON CAPITAL, LLC8 years Service code 27 · EIN 81-4841158 | Advisory (Plan) | $20,432 |
QUALIFIED PLANS, LLC2 years Filed as: QUALIFIED PLAN CONSULTANTS Service code 15 · EIN 20-0223513 | Recordkeeping | $5,022 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $4,823 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,174 |
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.
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 | $50,959 | $78,607-35.2% | $105,624-51.8% | $74,478-31.6% |
| Participation rate | 71.7% | 72.8%-1.1pp | 75.3%-3.6pp | 67.2%+4.4pp |
| Annual return | 10.57% | 15.96%-5.4pp | 116.20%-105.6pp | 1370.56%-1360.0pp |
| Employer contribution / active EE | $1,452 | $2,523-42.4% | $3,168-54.1% | $2,626-44.7% |
| Participant deferral / active EE | $2,763 | $4,325-36.1% | $5,013-44.9% | $4,350-36.5% |
| Admin fee / account holder | $319 | $2,220-85.6% | $10,961-97.1% | $1,946-83.6% |