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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D. JONES & COMPANY Service code 27 · EIN 43-0345811 | Advisory (Plan) | $8,569 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $6,824 |
HICKS PENSION SERVICES5+ years Service code 15 · EIN 94-2158860 | Recordkeeping | $3,675 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $639 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,126 | $63,114-66.5% | $92,915-77.3% | $65,186-67.6% |
| Participation rate | 38.1% | 68.8%-30.6pp | 76.0%-37.9pp | 70.2%-32.1pp |
| Annual return | 18.56% | 28.75%-10.2pp | 109.45%-90.9pp | 29.39%-10.8pp |
| Employer contribution / active EE | $1,909 | $2,571-25.8% | $3,653-47.8% | $2,177-12.3% |
| Participant deferral / active EE | $831 | $3,108-73.3% | $4,238-80.4% | $3,514-76.3% |
| Admin fee / account holder | $179 | $624-71.3% | $5,796-96.9% | $847-78.8% |