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| Provider | Service type | Compensation |
|---|---|---|
MCGREGOR & ASSOCIATES, INC.4 years Filed as: MCGREGOR & ASSOCIATES, INC Service code 15 · EIN 61-1211399 | Recordkeeping | $3,100 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,745 |
Filed as: MESIROW FINANCIAL Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,151 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,730 | $79,519-70.2% | $95,952-75.3% | $73,409-67.7% |
| Participation rate | 64.9% | 81.2%-16.3pp | 77.1%-12.2pp | 72.2%-7.3pp |
| Annual return | 12.31% | 19.20%-6.9pp | 91.61%-79.3pp | 59.29%-47.0pp |
| Employer contribution / active EE | $855 | $2,048-58.2% | $2,541-66.3% | $2,234-61.7% |
| Participant deferral / active EE | $1,662 | $4,138-59.8% | $4,167-60.1% | $3,805-56.3% |
| Admin fee / account holder | $25 | $184-86.4% | $6,795-99.6% | $158-84.1% |