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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $8,538 |
THE HASLAUER GROUP, INC.2 years Service code 15 · EIN 72-1487108 | Recordkeeping | $1,536 |
Filed as: MESIROW FINANCIAL, INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $214 |
LPL FINANCIAL2 years Service code 22 · EIN 95-2834236 | Insurance Broker | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,080 | $54,573-66.9% | $90,951-80.1% | $73,488-75.4% |
| Participation rate | 47.8% | 61.2%-13.4pp | 69.0%-21.2pp | 70.7%-22.9pp |
| Annual return | 12.91% | 16.69%-3.8pp | 134.60%-121.7pp | 28.51%-15.6pp |
| Employer contribution / active EE | $391 | $991-60.5% | $2,122-81.6% | $2,270-82.8% |
| Participant deferral / active EE | $641 | $2,517-74.5% | $3,373-81.0% | $3,740-82.8% |
| Admin fee / account holder | $139 | $521-73.4% | $5,959-97.7% | $513-72.9% |