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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL Service code 15 · EIN 36-6071399 | Recordkeeping | $24,168 |
FMI CORPORATION2 years Filed as: FMI RETIREMENT SERVICES Service code 15 · EIN 11-3416000 11 PROSPECT ST · HUNTINGTON, NY 11743 | Recordkeeping | $20,978 |
FMI CONSULTING1 year Service code 17 · EIN 20-1254714 | Pension Consulting | $17,893 |
Filed as: MESIROW FINANCIAL Service code 27 · EIN 36-3429599 | Advisory (Plan) | $15,896 |
TS&W INTERNATIONAL3 years Filed as: FM INTERNATIONAL SERVICES Service code 14 · EIN 11-3416243 11 PROSPECT STREET · HUNTINGTON, NY 11743 | Plan Administrator | $7,948 |
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 | $41,352 | $46,332-10.7% | $143,797-71.2% | $64,824-36.2% |
| Participation rate | 100.0% | 64.2%+35.8pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | 9.12% | -10.05%+19.2pp | -0.04%+9.2pp | 32.84%-23.7pp |
| Employer contribution / active EE | $1,487 | $1,911-22.2% | $4,952-70.0% | $2,507-40.7% |
| Participant deferral / active EE | $2,487 | $2,647-6.1% | $5,638-55.9% | $4,311-42.3% |
| Admin fee / account holder | $159 | $154+3.6% | $14,679-98.9% | $188-15.1% |