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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INS CO Service code 15 · EIN 36-6071399 440 MAMARONECK AVENUE · HARRISON, NY 10528 | Recordkeeping | $60,409 |
Filed as: MESIROW FINANCIAL INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $2,111 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,064 | $101,317-48.6% | $146,958-64.6% | $74,495-30.1% |
| Participation rate | 93.4% | 75.5%+17.9pp | 82.2%+11.3pp | 67.2%+26.2pp |
| Annual return | 12.02% | 8730.91%-8718.9pp | 418.34%-406.3pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $861 | $3,810-77.4% | $4,933-82.5% | $2,623-67.2% |
| Participant deferral / active EE | $4,303 | $7,303-41.1% | $8,070-46.7% | $4,346-1.0% |
| Admin fee / account holder | $310 | $1,739-82.2% | $12,998-97.6% | $1,942-84.1% |