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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $5,001 |
Service code 15 · EIN 59-2438373 | Recordkeeping | $1,325 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3174849 | Advisory (Plan) | $191 |
LPL FINANCIAL1+ years Service code 22 · EIN 95-2834236 | Insurance Broker | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,478 | $89,370-81.6% | $141,197-88.3% | $72,976-77.4% |
| Participation rate | 59.4% | 75.1%-15.8pp | 82.5%-23.1pp | 69.5%-10.1pp |
| Annual return | 0.00% | 111.88%-111.9pp | 71.41%-71.4pp | 81.02%-81.0pp |
| Employer contribution / active EE | $1,468 | $3,115-52.9% | $4,736-69.0% | $2,440-39.8% |
| Participant deferral / active EE | $2,302 | $5,419-57.5% | $6,710-65.7% | $3,608-36.2% |
| Admin fee / account holder | $93 | $5,957-98.4% | $10,265-99.1% | $5,124-98.2% |