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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $9,966 |
Service code 15 · EIN 59-2438373 | Recordkeeping | $1,404 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $183 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $30,063 | $80,753-62.8% | $136,294-77.9% | $62,292-51.7% |
| Participation rate | 9.9% | 73.5%-63.6pp | 81.9%-72.0pp | 69.5%-59.6pp |
| Annual return | -17.24% | 35.83%-53.1pp | 5155.94%-5173.2pp | 28.90%-46.1pp |
| Employer contribution / active EE | $6 | $2,884-99.8% | $4,695-99.9% | $2,042-99.7% |
| Participant deferral / active EE | $473 | $5,164-90.8% | $6,247-92.4% | $3,169-85.1% |
| Admin fee / account holder | $385 | $525-26.8% | $9,243-95.8% | $479-19.8% |