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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 82-4134791 | Advisory (Plan) | $2,054 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,615 |
ANEW 401K TPA LLC1 year Filed as: ANEW 401(K) TPA, LLC Service code 15 · EIN 81-1963646 | Recordkeeping | $1,095 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $68 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,154 | $87,106-95.2% | $105,607-96.1% | $80,935-94.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 15.40% | 17.01%-1.6pp | 116.11%-100.7pp | 35.66%-20.3pp |
| Employer contribution / active EE | $760 | $2,396-68.3% | $3,167-76.0% | $2,757-72.4% |
| Participant deferral / active EE | $1,995 | $3,986-50.0% | $5,011-60.2% | $4,299-53.6% |
| Admin fee / account holder | $26 | $8,447-99.7% | $10,958-99.8% | $6,924-99.6% |