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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO. Service code 15 · EIN 36-6071399 | Recordkeeping | $17,956 |
Service code 15 · EIN 46-2023154 | Recordkeeping | $2,800 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $534 |
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 | $13,218 | $48,064-72.5% | $78,778-83.2% | $69,631-81.0% |
| Participation rate | 45.9% | 61.6%-15.7pp | 69.2%-23.3pp | 70.7%-24.8pp |
| Annual return | 24.84% | 21.81%+3.0pp | 35.62%-10.8pp | 27571.02%-27546.2pp |
| Employer contribution / active EE | $1,183 | $744+59.1% | $1,986-40.4% | $2,032-41.8% |
| Participant deferral / active EE | $1,765 | $2,079-15.1% | $2,958-40.3% | $3,224-45.2% |
| Admin fee / account holder | $80 | $152-47.5% | $5,134-98.4% | $110-27.8% |