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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FIN. LIFE INS. CO. Service code 15 · EIN 36-6071399 | Recordkeeping | $37,667 |
Filed as: PINNACLE FINANCIAL SERVICES INC Service code 15 · EIN 59-2438373 | Recordkeeping | $3,450 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194844 | Advisory (Plan) | $1,765 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,503 | $79,700+4.8% | $153,643-45.7% | $74,459+12.1% |
| Participation rate | 73.6% | 69.8%+3.7pp | 77.1%-3.5pp | 67.2%+6.3pp |
| Annual return | 14.33% | 15.07%-0.7pp | 15.71%-1.4pp | 1369.70%-1355.4pp |
| Employer contribution / active EE | $5,597 | $4,016+39.3% | $5,039+11.1% | $2,626+113.1% |
| Participant deferral / active EE | $8,103 | $5,315+52.5% | $6,754+20.0% | $4,350+86.3% |
| Admin fee / account holder | $367 | $1,790-79.5% | $12,739-97.1% | $1,945-81.2% |