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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO. Service code 15 · EIN 36-6071399 | Recordkeeping | $6,335 |
MY BENEFITS, LLC1+ years Service code 15 · EIN 45-2098380 | Recordkeeping | $2,150 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $144 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 22 · EIN 26-4310632 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $5,609 | $33,745-83.4% | $64,105-91.3% | $55,191-89.8% |
| Participation rate | 55.6% | 59.4%-3.7pp | 68.2%-12.6pp | 69.2%-13.5pp |
| Annual return | 29.22% | 4.95%+24.3pp | 791.24%-762.0pp | 10.78%+18.4pp |
| Employer contribution / active EE | $831 | $641+29.7% | $1,820-54.3% | $1,899-56.2% |
| Participant deferral / active EE | $1,230 | $1,929-36.3% | $2,822-56.4% | $3,046-59.6% |
| Admin fee / account holder | $38 | $94-60.2% | $4,499-99.2% | $91-58.6% |