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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INS CO Service code 15 · EIN 39-0989781 | Recordkeeping | $24,093 |
TAG RESOURCES, LLC2 years Service code 15 · EIN 62-1874769 | Recordkeeping | $2,125 |
Filed as: MESIROW FINANCIAL Service code 27 · EIN 36-3194849 | Advisory (Plan) | $383 |
LPL FINANCIAL2 years Service code 22 · EIN 95-2834236 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $15,399 | $35,986-57.2% | $77,513-80.1% | $73,493-79.0% |
| Participation rate | 69.1% | 40.8%+28.2pp | 54.2%+14.9pp | 70.7%-1.6pp |
| Annual return | 20.44% | 19.26%+1.2pp | 54.81%-34.4pp | 28.51%-8.1pp |
| Employer contribution / active EE | $1,058 | $557+89.8% | $987+7.2% | $2,270-53.4% |
| Participant deferral / active EE | $1,573 | $1,198+31.3% | $1,861-15.5% | $3,740-57.9% |
| Admin fee / account holder | $171 | $466-63.4% | $2,859-94.0% | $513-66.8% |