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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $4,817 |
ERISA SERVICES, INC.4+ years Service code 15 · EIN 62-1200951 | Recordkeeping | $4,611 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $85 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $4,231 | $44,473-90.5% | $76,523-94.5% | $55,725-92.4% |
| Participation rate | 13.7% | 51.0%-37.3pp | 68.0%-54.3pp | 70.9%-57.1pp |
| Annual return | -7.65% | -2.01%-5.6pp | -0.27%-7.4pp | 244.93%-252.6pp |
| Employer contribution / active EE | $0 | $1,101-100.0% | $2,647-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $154 | $1,988-92.3% | $3,835-96.0% | $3,356-95.4% |
| Admin fee / account holder | $87 | $134-35.2% | $4,848-98.2% | $115-24.5% |