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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SENTINEL PENSION & PAYROLL Service code 15 · EIN 46-0570503 | Recordkeeping | $5,375 |
Filed as: TRANSAMERICA Service code 15 · EIN 39-0989781 | Recordkeeping | $2,645 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $202 |
AMERICAN FUNDS3+ years Service code 15 · EIN 95-6817943 | Recordkeeping | $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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,178 | $51,466-64.7% | $78,778-76.9% | $62,293-70.8% |
| Participation rate | 68.2% | 59.8%+8.4pp | 69.2%-1.0pp | 69.5%-1.3pp |
| Annual return | 27.09% | 19.96%+7.1pp | 35.62%-8.5pp | 28.90%-1.8pp |
| Employer contribution / active EE | $1,152 | $827+39.3% | $1,986-42.0% | $2,042-43.6% |
| Participant deferral / active EE | $2,128 | $2,147-0.9% | $2,958-28.1% | $3,169-32.9% |
| Admin fee / account holder | $87 | $489-82.3% | $5,134-98.3% | $479-81.9% |