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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $42,457 |
PRIME BENEFITS, INC.3 years Service code 15 · EIN 52-2204662 | Recordkeeping | $7,551 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,394 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,840 | $80,674-14.7% | $119,126-42.2% | $64,340+7.0% |
| Participation rate | 49.7% | 55.2%-5.6pp | 75.8%-26.1pp | 55.2%-5.6pp |
| Annual return | 4.68% | 26.86%-22.2pp | 282.11%-277.4pp | 24.14%-19.5pp |
| Employer contribution / active EE | $1,036 | $2,564-59.6% | $4,034-74.3% | $1,862-44.3% |
| Participant deferral / active EE | $2,067 | $3,053-32.3% | $5,318-61.1% | $2,980-30.7% |
| Admin fee / account holder | $541 | $4,559-88.1% | $10,693-94.9% | $3,703-85.4% |