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| Provider | Service type | Compensation |
|---|---|---|
MCGREGOR & ASSOCIATES, INC.3 years Filed as: MCGREGOR & ASSOCIATES, INC Service code 15 · EIN 61-1211399 | Recordkeeping | $1,800 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,473 |
Filed as: MESIROW FINANCIAL Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,012 |
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 | $20,077 | $73,404-72.6% | $87,102-77.0% | $67,579-70.3% |
| Participation rate | 67.7% | 80.9%-13.1pp | 76.9%-9.1pp | 71.3%-3.5pp |
| Annual return | 19.42% | 48.29%-28.9pp | 28.19%-8.8pp | 378.56%-359.1pp |
| Employer contribution / active EE | $1,006 | $2,014-50.0% | $2,521-60.1% | $2,148-53.1% |
| Participant deferral / active EE | $1,833 | $3,913-53.1% | $4,048-54.7% | $3,539-48.2% |
| Admin fee / account holder | $16 | $142-89.0% | $7,491-99.8% | $142-89.1% |