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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $6,653 |
HICKS PENSION SERVICES3+ years Service code 15 · EIN 94-2158860 | Recordkeeping | $3,450 |
Filed as: EDWARD D. JONES & COMPANY Service code 27 · EIN 43-0345811 | Advisory (Plan) | $3,234 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $364 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,088 | $60,545-68.5% | $92,240-79.3% | $69,631-72.6% |
| Participation rate | 32.4% | 72.2%-39.7pp | 76.5%-44.1pp | 70.7%-38.3pp |
| Annual return | 15.43% | 19.71%-4.3pp | 176.29%-160.9pp | 27571.02%-27555.6pp |
| Employer contribution / active EE | $3,011 | $2,633+14.3% | $3,680-18.2% | $2,032+48.1% |
| Participant deferral / active EE | $436 | $2,828-84.6% | $3,897-88.8% | $3,224-86.5% |
| Admin fee / account holder | $126 | $145-13.1% | $5,194-97.6% | $110+14.0% |