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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 36-6071399 | Recordkeeping | $4,616 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $421 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,642 | $91,190-64.2% | $178,490-81.7% | $79,858-59.1% |
| Participation rate | 57.3% | 69.2%-11.9pp | 81.9%-24.6pp | 69.6%-12.3pp |
| Annual return | 7.28% | 24.19%-16.9pp | 151.07%-143.8pp | 31.71%-24.4pp |
| Employer contribution / active EE | $39 | $3,256-98.8% | $5,011-99.2% | $2,471-98.4% |
| Participant deferral / active EE | $1,643 | $3,236-49.2% | $5,202-68.4% | $3,740-56.1% |
| Admin fee / account holder | $270 | $6,751-96.0% | $13,984-98.1% | $5,306-94.9% |