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| Provider | Service type | Compensation |
|---|---|---|
BEACON CAPITAL, LLC7 years Service code 27 · EIN 81-4841158 | Advisory (Plan) | $17,131 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $5,476 |
QUALIFIED PLANS, LLC1 year Filed as: QUALIFIED PLAN CONSULTANTS Service code 15 · EIN 20-0223513 | Recordkeeping | $1,844 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,003 |
SUPERIORUSA CORPORATION8 years Service code 15 · EIN 41-1913603 | Recordkeeping | $713 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,086 | $71,523-45.4% | $98,461-60.3% | $71,511-45.3% |
| Participation rate | 69.6% | 72.7%-3.1pp | 75.2%-5.6pp | 67.9%+1.6pp |
| Annual return | 15.69% | 32.43%-16.7pp | 21.17%-5.5pp | 28.86%-13.2pp |
| Employer contribution / active EE | $1,360 | $2,399-43.3% | $3,049-55.4% | $2,589-47.5% |
| Participant deferral / active EE | $2,699 | $4,109-34.3% | $4,738-43.0% | $4,291-37.1% |
| Admin fee / account holder | $211 | $1,676-87.4% | $8,961-97.6% | $1,588-86.7% |