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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE Service code 15 · EIN 36-6071399 | Recordkeeping | $30,548 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $24,474 |
THE HASLAUER GROUP, INC.2 years Service code 15 · EIN 72-1487108 1800 WILLIAMS BLVD · KENNER, LA 70062 | Recordkeeping | $1,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,728 | $29,554+163.0% | $56,054+38.7% | $77,6920% |
| Participation rate | 30.0% | 32.6%-2.6pp | 52.5%-22.5pp | 70.6%-40.6pp |
| Annual return | 22.96% | 18.89%+4.1pp | 1705.95%-1683.0pp | 31.25%-8.3pp |
| Employer contribution / active EE | $366 | $568-35.7% | $1,039-64.8% | $2,726-86.6% |
| Participant deferral / active EE | $1,679 | $1,061+58.3% | $1,952-14.0% | $4,648-63.9% |
| Admin fee / account holder | $500 | $1,046-52.2% | $2,822-82.3% | $431+16.1% |