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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 | $90,170-23.7% | $150,734-54.3% | $69,733-1.3% |
| Participation rate | 49.7% | 60.2%-10.6pp | 78.4%-28.8pp | 62.5%-12.8pp |
| Annual return | 4.68% | 16.56%-11.9pp | 600.81%-596.1pp | 15.22%-10.5pp |
| Employer contribution / active EE | $1,036 | $3,428-69.8% | $4,918-78.9% | $2,250-53.9% |
| Participant deferral / active EE | $2,067 | $3,086-33.0% | $5,610-63.2% | $3,054-32.3% |
| Admin fee / account holder | $541 | $4,600-88.2% | $14,905-96.4% | $3,102-82.6% |