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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE CO Service code 15 · EIN 39-0989781 | Recordkeeping | $44,971 |
KUSHNER & COMPANY, INC.5 years Service code 15 · EIN 38-2444337 | Recordkeeping | $13,330 |
AMERICAN FUNDS1 year Filed as: CAPITAL ASSET ADVISORY SERVICES INC Service code 27 · EIN 38-3470125 | Advisory (Plan) | $1,681 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $724 |
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.)
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 | $21,454 | $62,409-65.6% | $120,574-82.2% | $74,459-71.2% |
| Participation rate | 28.1% | 56.8%-28.6pp | 71.9%-43.8pp | 67.2%-39.1pp |
| Annual return | 14.35% | 18.62%-4.3pp | 107.42%-93.1pp | 1369.70%-1355.4pp |
| Employer contribution / active EE | $1,056 | $1,847-42.8% | $3,471-69.6% | $2,626-59.8% |
| Participant deferral / active EE | $2,021 | $2,888-30.0% | $4,996-59.6% | $4,350-53.5% |
| Admin fee / account holder | $416 | $2,394-82.6% | $9,445-95.6% | $1,945-78.6% |