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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 | $80,332-14.3% | $107,187-35.8% | $64,097+7.4% |
| Participation rate | 49.7% | 54.4%-4.8pp | 75.0%-25.4pp | 55.2%-5.5pp |
| Annual return | 4.68% | 24.26%-19.6pp | 204.55%-199.9pp | 34.64%-30.0pp |
| Employer contribution / active EE | $1,036 | $2,501-58.6% | $3,782-72.6% | $1,891-45.2% |
| Participant deferral / active EE | $2,067 | $3,109-33.5% | $5,096-59.4% | $3,080-32.9% |
| Admin fee / account holder | $541 | $4,314-87.5% | $9,162-94.1% | $3,454-84.3% |