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| Provider | Service type | Compensation |
|---|---|---|
ERISA SERVICES, INC.2+ years Service code 15 · EIN 62-1200951 | Recordkeeping | $0 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $0 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $0 |
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.
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 | $23,305 | $30,599-23.8% | $74,583-68.8% | $57,658-59.6% |
| Participation rate | 3.2% | 49.1%-45.9pp | 68.1%-64.9pp | 70.2%-67.0pp |
| Annual return | 12.27% | 14.24%-2.0pp | 20.47%-8.2pp | 5.13%+7.1pp |
| Employer contribution / active EE | $0 | $1,000-100.0% | $2,525-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $62 | $1,805-96.6% | $3,458-98.2% | $3,061-98.0% |
| Admin fee / account holder | $285 | $98+190.9% | $4,138-93.1% | $95+201.7% |