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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INS CO Service code 15 · EIN 39-0989781 | Recordkeeping | $32,975 |
TAG RESOURCES, LLC4 years Service code 15 · EIN 62-1874769 | Recordkeeping | $2,870 |
Filed as: MESIROW FINANCIAL Service code 27 · EIN 36-3194849 | Advisory (Plan) | $530 |
LPL FINANCIAL4 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,782 | $26,549-40.6% | $61,399-74.3% | $66,930-76.4% |
| Participation rate | 62.2% | 38.1%+24.1pp | 52.6%+9.7pp | 69.8%-7.6pp |
| Annual return | -19.20% | -16.21%-3.0pp | 338.81%-358.0pp | 1.57%-20.8pp |
| Employer contribution / active EE | $1,157 | $651+77.7% | $1,159-0.2% | $2,545-54.5% |
| Participant deferral / active EE | $1,509 | $1,338+12.8% | $2,124-29.0% | $4,238-64.4% |
| Admin fee / account holder | $219 | $409-46.4% | $2,131-89.7% | $593-63.1% |