Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $39,253 |
Filed as: ERISA SERVICES OF GEORGIA. LLC Service code 15 · EIN 83-4452620 | Recordkeeping | $5,967 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,119 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $36,360 | $112,932-67.8% | $103,065-64.7% | $74,478-51.2% |
| Participation rate | 97.2% | 80.8%+16.4pp | 80.6%+16.6pp | 67.2%+29.9pp |
| Annual return | 16.42% | 23.24%-6.8pp | 23.95%-7.5pp | 1370.56%-1354.1pp |
| Employer contribution / active EE | $4,004 | $4,881-18.0% | $4,675-14.4% | $2,626+52.5% |
| Participant deferral / active EE | $7,035 | $7,279-3.4% | $6,625+6.2% | $4,350+61.7% |
| Admin fee / account holder | $271 | $1,707-84.1% | $9,349-97.1% | $1,946-86.1% |