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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $21,405 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-2808480 | Advisory (Plan) | $12,312 |
Filed as: THE RETIREMENT ADVANTAGE Service code 15 · EIN 39-1816008 | Recordkeeping | $650 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $293 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $69,688 | $78,419-11.1% | $133,978-48.0% | $73,412-5.1% |
| Participation rate | 22.1% | 78.6%-56.5pp | 79.8%-57.7pp | 72.2%-50.1pp |
| Annual return | 17.28% | 33.35%-16.1pp | 45.10%-27.8pp | 59.30%-42.0pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $3,919-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $0 | $3,925-100.0% | $5,047-100.0% | $3,806-100.0% |
| Admin fee / account holder | $415 | $161+157.2% | $8,930-95.4% | $158+162.8% |