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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $8,477 |
SMA SERVICES, INC.1 year Service code 15 · EIN 15-0868034 | Recordkeeping | $2,200 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $520 |
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 | $32,184 | $84,493-61.9% | $125,381-74.3% | $66,938-51.9% |
| Participation rate | 49.6% | 76.4%-26.8pp | 82.4%-32.8pp | 69.8%-20.2pp |
| Annual return | -14.08% | -8.49%-5.6pp | 572.31%-586.4pp | 1.58%-15.7pp |
| Employer contribution / active EE | $3,170 | $3,554-10.8% | $4,815-34.2% | $2,545+24.5% |
| Participant deferral / active EE | $4,719 | $6,783-30.4% | $7,448-36.6% | $4,238+11.3% |
| Admin fee / account holder | $126 | $685-81.6% | $10,007-98.7% | $594-78.8% |