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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $29,833 |
Filed as: ERISA SERVICES OF GEORGIA. LLC Service code 15 · EIN 83-4452620 | Recordkeeping | $3,950 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $813 |
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 | $24,138 | $101,955-76.3% | $112,923-78.6% | $71,529-66.3% |
| Participation rate | 95.9% | 82.1%+13.8pp | 80.5%+15.4pp | 67.9%+28.0pp |
| Annual return | 22.38% | 28.92%-6.5pp | 34.13%-11.8pp | 28.97%-6.6pp |
| Employer contribution / active EE | $3,547 | $4,743-25.2% | $4,570-22.4% | $2,590+37.0% |
| Participant deferral / active EE | $6,501 | $6,771-4.0% | $6,520-0.3% | $4,291+51.5% |
| Admin fee / account holder | $169 | $1,395-87.9% | $7,046-97.6% | $1,588-89.4% |