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| Provider | Service type | Compensation |
|---|---|---|
MCGREGOR & ASSOCIATES, INC.2 years Filed as: MCGREGOR & ASSOCIATES, INC Service code 15 · EIN 61-1211399 | Recordkeeping | $1,680 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,515 |
Filed as: MESIROW FINANCIAL Service code 27 · EIN 36-3194849 | Advisory (Plan) | $860 |
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.
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 | $18,543 | $65,118-71.5% | $76,768-75.8% | $55,725-66.7% |
| Participation rate | 65.4% | 79.6%-14.2pp | 77.0%-11.6pp | 70.9%-5.5pp |
| Annual return | -5.84% | -1.27%-4.6pp | 2.43%-8.3pp | 244.93%-250.8pp |
| Employer contribution / active EE | $759 | $1,941-60.9% | $2,485-69.5% | $2,078-63.5% |
| Participant deferral / active EE | $1,634 | $3,688-55.7% | $3,852-57.6% | $3,356-51.3% |
| Admin fee / account holder | $17 | $116-84.9% | $6,675-99.7% | $115-84.8% |