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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D. JONES & COMPANY Service code 27 · EIN 43-0345811 | Advisory (Plan) | $9,252 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $6,846 |
HICKS PENSION SERVICES7+ years Service code 15 · EIN 94-2158860 | Recordkeeping | $2,325 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $697 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,545 | $77,677-68.4% | $109,188-77.5% | $79,389-69.1% |
| Participation rate | 31.6% | 67.8%-36.2pp | 75.9%-44.3pp | 70.7%-39.1pp |
| Annual return | 12.17% | 23.44%-11.3pp | 25.76%-13.6pp | 116.89%-104.7pp |
| Employer contribution / active EE | $1,921 | $2,798-31.3% | $3,723-48.4% | $2,428-20.9% |
| Participant deferral / active EE | $730 | $3,517-79.2% | $4,654-84.3% | $4,046-82.0% |
| Admin fee / account holder | $186 | $732-74.5% | $6,755-97.2% | $626-70.2% |