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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $53,505 |
Filed as: ECONOMIC GROUP PENSION SERVICES, IN Service code 15 · EIN 13-3180178 | Recordkeeping | $13,145 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,289 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,070 | $88,186-60.2% | $165,071-78.8% | $74,459-52.9% |
| Participation rate | 59.0% | 73.1%-14.2pp | 78.6%-19.6pp | 67.2%-8.2pp |
| Annual return | 8.36% | 17.13%-8.8pp | 70.17%-61.8pp | 1369.70%-1361.3pp |
| Employer contribution / active EE | $505 | $2,600-80.6% | $4,347-88.4% | $2,626-80.8% |
| Participant deferral / active EE | $3,548 | $4,505-21.2% | $6,035-41.2% | $4,350-18.4% |
| Admin fee / account holder | $350 | $2,234-84.3% | $12,695-97.2% | $1,945-82.0% |