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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE CO Service code 15 · EIN 39-0989781 | Recordkeeping | $9,162 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $315 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $19,493 | $51,466-62.1% | $78,778-75.3% | $62,293-68.7% |
| Participation rate | 64.4% | 59.8%+4.6pp | 69.2%-4.8pp | 69.5%-5.2pp |
| Annual return | 15.80% | 19.96%-4.2pp | 35.62%-19.8pp | 28.90%-13.1pp |
| Employer contribution / active EE | $1,044 | $827+26.1% | $1,986-47.4% | $2,042-48.9% |
| Participant deferral / active EE | $2,638 | $2,147+22.8% | $2,958-10.8% | $3,169-16.8% |
| Admin fee / account holder | $98 | $489-80.0% | $5,134-98.1% | $479-79.6% |