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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $8,086 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $6,313 |
Service code 27 · EIN 27-3763733 | Advisory (Plan) | $5,407 |
INTAC ACTUARIAL SERVICES1 year Service code 15 · EIN 22-2446239 | Recordkeeping | $650 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $301 |
Filed as: WILSHIRE ASSOCIATES INC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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.
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 | $17,627 | $62,928-72.0% | $172,755-89.8% | $67,579-73.9% |
| Participation rate | 38.1% | 64.5%-26.3pp | 82.6%-44.5pp | 71.3%-33.1pp |
| Annual return | 18.58% | 30.36%-11.8pp | 802.94%-784.4pp | 378.56%-360.0pp |
| Employer contribution / active EE | $73 | $1,636-95.5% | $5,144-98.6% | $2,148-96.6% |
| Participant deferral / active EE | $770 | $2,145-64.1% | $5,198-85.2% | $3,539-78.2% |
| Admin fee / account holder | $147 | $167-11.9% | $13,955-98.9% | $142+3.2% |