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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $22,850 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,097 |
ERISA SERVICES, INC.1+ years Service code 15 · EIN 62-1200951 | Recordkeeping | $250 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $55,652 | $70,002-20.5% | $115,038-51.6% | $52,331+6.3% |
| Participation rate | 49.7% | 72.1%-22.4pp | 81.4%-31.7pp | 68.1%-18.4pp |
| Annual return | -1.73% | 4.04%-5.8pp | 26.14%-27.9pp | 4.54%-6.3pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,011 | $4,920-59.1% | $6,026-66.6% | $3,022-33.5% |
| Admin fee / account holder | $249 | $566-56.0% | $8,175-97.0% | $592-57.9% |