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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $22,902 |
Filed as: ERISA SERVICES OF GEORGIA. LLC Service code 15 · EIN 83-4452620 | Recordkeeping | $3,025 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $658 |
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 | $24,269 | $133,040-81.8% | $119,258-79.6% | $79,391-69.4% |
| Participation rate | 93.1% | 80.9%+12.3pp | 82.7%+10.4pp | 70.7%+22.4pp |
| Annual return | 20.15% | 20.05%+0.1pp | 30.69%-10.5pp | 116.88%-96.7pp |
| Employer contribution / active EE | $2,990 | $4,390-31.9% | $4,384-31.8% | $2,428+23.2% |
| Participant deferral / active EE | $6,151 | $6,448-4.6% | $6,111+0.7% | $4,046+52.0% |
| Admin fee / account holder | $182 | $686-73.5% | $7,226-97.5% | $627-70.9% |