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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL Service code 15 · EIN 36-6071399 | Recordkeeping | $21,293 |
Filed as: MESIROW FINANCIAL Service code 27 · EIN 36-3429599 | Advisory (Plan) | $14,133 |
TS&W INTERNATIONAL2 years Filed as: FM INTERNATIONAL SERVICES Service code 15 · EIN 11-3416243 11 PROSPECT STREET · HUNTINGTON, NY 11743 | Recordkeeping | $13,660 |
FMI CORPORATION1 year Filed as: FMI RETIREMENT SERVICES Service code 14 · EIN 11-3416000 | Plan Administrator | $7,066 |
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 | $50,043 | $56,540-11.5% | $185,849-73.1% | $86,821-42.4% |
| Participation rate | 100.0% | 65.5%+34.5pp | 81.7%+18.3pp | 72.3%+27.7pp |
| Annual return | 14.73% | 118.20%-103.5pp | 122.10%-107.4pp | 97.94%-83.2pp |
| Employer contribution / active EE | $1,212 | $1,844-34.3% | $5,169-76.5% | $2,406-49.6% |
| Participant deferral / active EE | $2,834 | $2,555+10.9% | $5,569-49.1% | $4,132-31.4% |
| Admin fee / account holder | $180 | $150+20.3% | $16,244-98.9% | $170+6.2% |