See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $4,898 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 04-3046611 | Advisory (Plan) | $4,082 |
Filed as: TRANSAMERICA LIFE INSURANCE CO Service code 15 · EIN 39-0989781 | Recordkeeping | $1,678 |
WERNTZ & ASSOCIATES7+ years Service code 15 · EIN 72-0684309 2020 EAST 70TH STREET · SHREVEPORT, LA 71105 | Recordkeeping | $228 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $165 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,313 | $95,416-80.8% | $185,823-90.1% | $85,850-78.7% |
| Participation rate | 22.7% | 68.8%-46.1pp | 81.7%-59.0pp | 69.3%-46.6pp |
| Annual return | 12.10% | 23.59%-11.5pp | 122.05%-110.0pp | 318.53%-306.4pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $316 | $3,423-90.8% | $5,568-94.3% | $3,952-92.0% |
| Admin fee / account holder | $17 | $7,213-99.8% | $16,237-99.9% | $6,260-99.7% |