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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $10,614 |
THE HASLAUER GROUP, INC.4 years Service code 15 · EIN 72-1487108 | Recordkeeping | $1,849 |
Filed as: MESIROW FINANCIAL, INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $251 |
LPL FINANCIAL4 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,097 | $49,451-63.4% | $79,550-77.3% | $66,914-73.0% |
| Participation rate | 42.0% | 61.3%-19.4pp | 69.5%-27.5pp | 69.8%-27.8pp |
| Annual return | -14.16% | 84.25%-98.4pp | 0.16%-14.3pp | 1.58%-15.7pp |
| Employer contribution / active EE | $406 | $1,266-67.9% | $2,413-83.2% | $2,544-84.0% |
| Participant deferral / active EE | $787 | $3,159-75.1% | $3,985-80.2% | $4,237-81.4% |
| Admin fee / account holder | $172 | $595-71.1% | $6,832-97.5% | $593-71.0% |