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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $14,808 |
PRIVATE ADVISOR GROUP LLC2 years Service code 27 · EIN 27-3763733 | Advisory (Plan) | $11,024 |
INTAC ACTUARIAL SERVICES2 years Service code 15 · EIN 22-2446239 | Recordkeeping | $1,350 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $558 |
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 | $21,072 | $52,293-59.7% | $178,499-88.2% | $73,412-71.3% |
| Participation rate | 38.3% | 65.3%-27.0pp | 81.9%-43.6pp | 72.2%-33.9pp |
| Annual return | 13.01% | 34.75%-21.7pp | 151.10%-138.1pp | 59.30%-46.3pp |
| Employer contribution / active EE | $107 | $1,735-93.8% | $5,011-97.9% | $2,234-95.2% |
| Participant deferral / active EE | $1,009 | $2,332-56.8% | $5,202-80.6% | $3,806-73.5% |
| Admin fee / account holder | $156 | $127+22.7% | $13,986-98.9% | $158-1.1% |