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| 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 | $112,750-67.8% | $103,464-64.9% | $74,546-51.2% |
| Participation rate | 97.2% | 80.9%+16.3pp | 80.5%+16.7pp | 67.2%+30.0pp |
| Annual return | 16.42% | 23.22%-6.8pp | 23.91%-7.5pp | 1366.03%-1349.6pp |
| Employer contribution / active EE | $4,004 | $4,880-18.0% | $4,677-14.4% | $2,624+52.6% |
| Participant deferral / active EE | $7,035 | $7,289-3.5% | $6,624+6.2% | $4,347+61.8% |
| Admin fee / account holder | $271 | $1,702-84.1% | $9,410-97.1% | $1,944-86.1% |