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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE CO Service code 15 · EIN 39-0989781 | Recordkeeping | $7,160 |
KUSHNER & COMPANY, INC.1 year Service code 15 · EIN 38-2444337 | Recordkeeping | $600 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $75 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,832 | $58,101-91.7% | $118,946-95.9% | $73,412-93.4% |
| Participation rate | 40.3% | 56.1%-15.8pp | 75.4%-35.1pp | 72.2%-31.9pp |
| Annual return | 214.53% | 20.56%+194.0pp | 35.89%+178.6pp | 59.30%+155.2pp |
| Employer contribution / active EE | $715 | $1,445-50.5% | $3,263-78.1% | $2,234-68.0% |
| Participant deferral / active EE | $1,065 | $2,400-55.6% | $4,266-75.0% | $3,806-72.0% |
| Admin fee / account holder | $41 | $138-70.1% | $6,581-99.4% | $158-73.9% |