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| Provider | Service type | Compensation |
|---|---|---|
ANEW 401K TPA LLC2 years Filed as: ANEW 401(K) TPA LLC Service code 15 | Recordkeeping | $1,619 |
ANEW 401K TPA LLC2 years Filed as: ANEW 401(K) TPA, LLC Service code 15 · EIN 81-1963646 | Recordkeeping | $1,575 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,084 |
Filed as: MESIROW Service code 27 · EIN 22-1467904 | Advisory (Plan) | $932 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,019 | $44,873-39.8% | $79,467-66.0% | $56,289-52.0% |
| Participation rate | 68.9% | 68.7%+0.2pp | 73.3%-4.4pp | 69.9%-0.9pp |
| Annual return | -5.52% | 0.81%-6.3pp | 718.30%-723.8pp | -9.96%+4.4pp |
| Employer contribution / active EE | $434 | $2,140-79.7% | $2,800-84.5% | $2,111-79.5% |
| Participant deferral / active EE | $1,225 | $2,746-55.4% | $3,704-66.9% | $3,350-63.4% |
| Admin fee / account holder | $22 | $418-94.7% | $5,104-99.6% | $521-95.8% |