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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $16,625 |
THE BENEFIT PRACTICE5 years Service code 15 · EIN 13-4144565 | Recordkeeping | $3,125 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $526 |
Annual investment return 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,198 | $69,763-76.8% | $67,502-76.0% | $74,495-78.3% |
| Participation rate | 81.7% | 71.4%+10.3pp | 72.9%+8.8pp | 67.2%+14.5pp |
| Annual return | 10.04% | -40.34%+50.4pp | 3512.12%-3502.1pp | 1364.94%-1354.9pp |
| Employer contribution / active EE | $0 | $2,704-100.0% | $2,731-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $0 | $3,636-100.0% | $4,000-100.0% | $4,346-100.0% |
| Admin fee / account holder | $124 | $896-86.1% | $3,998-96.9% | $1,942-93.6% |