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| Provider | Service type | Compensation |
|---|---|---|
FMI CORPORATION4 years Filed as: FMI RETIREMENT SERVICES Service code 15 · EIN 11-3416243 11 PROSPECT ST · HUNTINGTON, NY 11743 | Recordkeeping | $45,851 |
Filed as: TRANSAMERICA FINANCIAL Service code 15 · EIN 36-6071399 | Recordkeeping | $35,788 |
Filed as: MESIROW FINANCIAL Service code 27 · EIN 36-3429599 | Advisory (Plan) | $24,197 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH Service code 22 · EIN 93-0987232 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,881 | $50,919+7.8% | $155,556-64.7% | $77,762-29.4% |
| Participation rate | 51.9% | 63.1%-11.2pp | 78.2%-26.3pp | 70.6%-18.7pp |
| Annual return | 15.71% | 34.84%-19.1pp | 64.84%-49.1pp | 31.27%-15.6pp |
| Employer contribution / active EE | $1,643 | $1,991-17.5% | $4,675-64.9% | $2,728-39.8% |
| Participant deferral / active EE | $2,878 | $2,824+1.9% | $5,631-48.9% | $4,651-38.1% |
| Admin fee / account holder | $223 | $437-48.9% | $15,885-98.6% | $433-48.5% |